# Workflow Requirements

[](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/workflow/enable-workflow-on-a-model.htm)

You may assign workflow to a model using the configuration manager, as shown below or the repository manager.

Information note

Creating a glossary is just of an example of the process of creating a custom model. In this case it is based upon the **Glossary** model type. As it is a custom model, you may customize it.

**Steps**

1. Sign in as a user with at least the **Metadata Management** [capability object role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) on the [Configuration](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/manage-metadata/analyze-the-log.htm) you are in.

2. Go to **Manage &gt; Configuration** in the banner.

3. Click to model you wish to assign workflow to

4. Click the **Workflow** tab.

5. Pick the subset of the workflow you wish to enable.

**Example**

Sign in as [Administrator](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-users-and-authentication.htm). go to **Manage &gt; Configuration** and click the **Finance Glossary**.

Information note

Models which may be included in a workflow, like a glossary, you also see the **Workflow** tab where you may turn on workflow and specify workflow options.

Click the Workflow tab and check the box to enable workflow.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image902.png)

Click **YES**.

Then pick the particular subsets of the workflow process you wish to enable/disable.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image903.png)

### Assign Workflow Responsibilities

A user with the **Workflow Management** [capability object role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) can enable the workflow and assign the following workflow object roles to glossary objects:

* Workflow Editor

* Workflow Reviewer

* Workflow Approver

* Workflow Publisher

Object roles may have one or more of these workflow capabilities, and these workflow object roles can be assigned as [responsibilities](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) which apply to all objects in a glossary (or other custom model).

Information note

The workflow process applies to changes to objects in the glossary and their associations.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image784.png)

#### Editor Workflow Object Role

The **Editor** is responsible for creating, revising and shepherding objects through the approval process. The **Editor** can import objects into the a custom model or create them manually, or re-import an imported model. New custom model objects start in the **Draft** status. The workflow can allow any user to propose an object in a custom model. A proposed object starts in the **Candidate** status. The **Editor** can accept the object by promoting it to **Draft** or deleting it. The user who created the object can edit and delete it as long as it is Candidate.

When the approval activity is disabled, the **Editor** is solely responsible for the objects' workflow. In this case, the **Editor** takes on the Publisher's responsibilities and can publish objects when the **Editor** deems ready.

#### Reviewer Workflow Object Role

The **Reviewer** is a subject matter expert (SME) responsible for assessing and commenting on assets under development. The **Reviewer** can list assets assigned to him/her for the review and comment, endorse or dismiss them individually. Each of the assets offers the **Reviewer** the **Comment**, **Recommend for Approval** and **Request Change** buttons. Pressing the buttons allows the user to explain the decision with a comment.

The **Request Change** action sends the asset back to Draft. The **Editor** is responsible for implementing requested changes or providing clarifications and re-submitting the asset for review again. The review is an iterative activity.

#### Approver Workflow object role

The **Approver** is an accountable decision maker who is responsible for rejecting or approving new assets of changes to published assets. The **Approve** action advances the asset to the **Approved** status. The **Reject** action returns the asset to the Draft status.

The approval activity is a part of the workflow process by default. The **Administrator** can disable it by setting the **Allow approval of objects** flag to No.

#### Publisher Workflow object role

The **Publisher** is an accountable decision maker who is responsible for publishing assets.

Please see more details here.

When workflow is enabled you can still make multiple changes to different glossary objects and publish all changes at once or groups of changes at a time.

When the workflow is not enabled all changes made are immediately visible to all users. With proper permissions, you can change an object by editing its attributes (e.g. description) and adding/removing its relationships (e.g. contains).

**Steps**

1. Sign in as a user who has **Workflow Management** [capability object role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) for the glossary you wish to assign workflow object roles.

2. [Navigate](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/index.htm) to the glossary.

3. Go to the **Responsibilities** tab.

4. Click **ADD ROLE**.

5. Select the object role to assign.

6. Select the users and groups to be assigned the responsibility.

7. Click **OK**.

**Example**

Sign in as **Administrator** and go to **Manage** &gt; **Configuration**. Select the **Workflow Example Glossary**. Go to the **Responsibilities** tab.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image822.png)

Select **Workflow Editor**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image823.png)

Select the **Glossary Editors** group.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image824.png)

Click **OK**. Then **Save**.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image825.png)

Now, also assign these responsibilities combinations to the same glossary:

* WORKFLOW REVIEWER &lt;&gt; Glossary Reviewers

* WORKGLOW APPROVER &lt;&gt; Glossary Approvers

* WORKFLOW PUBLISHER &lt;&gt; Glossary Publisher.

![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/workflow/img/image826.png)