Use tags and APIs to create a custom discrepancy workflow

Data reviewers apply an action to a discrepancy to change its state, send it to an external data source, or mark it for review by someone else. Oracle DMW comes with a set of actions; see Default actions.

If your company needs a more granular workflow such as the ability to send a discrepancy for review by different teams while remaining in an Open state, you can use tags and APIs to create custom actions and disable any default actions you do not need.

Custom actions must conform to allowed state transitions; see Discrepancy states and allowed transitions.

Tip:

The Discrepancies page allows users to apply only actions that are valid for all selected discrepancies. Valid actions are determined by:

  • The discrepancies' Start State.

  • The discrepancies' Start Tag, if any. Default actions do not have Start Tags but custom actions may have them.

  • The data source. For example, the Send to InForm action is not available for discrepancies on lab data.

  1. Create a tag in the DMW user interface. Tags serve as substates. See Create tags for discrepancies for details.
  2. Run an API. See Use APIs to create or modify actions.