Workflow Steps
Each workflow consists of a user-defined sequence workflow steps. The different types of workflow steps and connectors are summarized in the table below and described in the following sections.
Step |
Name |
Description |
|
Start |
The first step of a workflow. |
|
Stop |
The final step of a workflow. |
|
Process |
A process step that assigns a task to one or more users or roles. |
|
Group |
Groups steps for single, sequential, or concurrent execution. |
|
Validate |
Performs a validation or validation group against the job records. |
|
Approve |
Requires approval by one or more users. |
|
Assign |
Performs an assignment against the job records. |
|
Notify |
Sends an email to one or more users. |
|
Branch |
Breaks a single job into multiple subjobs and threads. |
|
Merge |
Merges multiple threads into a single thread. |
|
Match |
Runs the matching strategy against the job records. |
|
Syndicate |
Syndicates the job records |
|
Connect |
Connects from one step to another in the workflow. |
|
Connector |
Not a step type, but used to connect two steps. |

MDM workflow emphasizes self-regulating logic rather than command-and-control, and features a relatively small number of step types for conceptual and design simplicity. At the same time, these simple self-contained steps can be combined to build sophisticated workflows that are flexible, configurable, and self-evident.
The Validate, Notify, Merge Connect, and Merge steps are defined in Microsoft Visio and participate in workflow execution, but they are hidden from the user during runtime. For example, if Process1 is connected to Validate1 is connected to Process2, the user will see Process2 as the next step when finished with Process1 and attempting to send the job to the next step.