Data Certification - CMDB Workspace - Notifications

[Eric_Gauthier]

Hello, 

I was wondering if anyone has as of yet used the Data Certification experience in CMDB Workspace, and have been able to also configure Notifications (email or Teams) that would go out to each user that is getting a certification task.  We used to do this in Legacy Data Certification and just want to be able to have a way that users know that they have a Certification Task to work.  These users are not in CMDB Workspace usually and are not very familiar with it.  So we would want the email to have a link to get them to the CMDB Certification Task in the CMDB Workspace, so that they could go right to it.  It would be great if we could have it sent out via Teams.  Be great to be able to also send out reminders, etc.  

Has anyone done this yet?  If so, how did you configure this?  I am not really seeing anything OOB for this, unless I am missing something. 

Thanks in advance, 
-Eric

[David Dunleavy]

Replying to myself -- 
Are these Data Certification Notifications in CMDB Workspace supposed to work OOB?    Is there something in Workspace that calls the event?       Does it have to be configured to call the notif or is the reassignment within the CMDB workspace supposed to do the event handling?   The docs just talk about upon reassignment a notification is sent but with zero indication of how that gets triggered.  

[Tony Branton]

Hi David,

In the Q2 '25 Store release of CMDB Workspace (v7.5) we'll be shipping a new notification capability for Data Certification based on the legacy version's workflow-based solution.  The new capability uses a flow and includes mail templates you can modify as needed (or use OOB). You'll have the option of being able to use the flow-based notifications for Attestation and/or Certification.

Separately, we'll look at revising the existing notifications for the Data Manager life cycle tasks later this year.

[David Dunleavy]

Thank you for the response.

Bottom Line -- Does the notification 'CMDB Attestation Task Reassign To User' work OOB?   I cant get it to work and I'm wondering if its user-error or if its a SN bug

[Brent Caudill]

Hi Tony, 

Is management of the Attestation task emails something that is coming later this year? We have 7.5 installed and don't see any way to customize the notifications or recipients. 

Currently the Data Manager attestation tasks in our Dev environment are being sent in a single email to demo.CIO@demo.com instead of the assigned group. I was just about to create a support ticket to track down source that triggers the 'cmdbdatamanager.tasks.created' event so we could modify the recipients, but came across this post. 

Is this just a non-functioning item at this point?

Thanks,
Brent

[Tony Branton]

Hi Brent,

As mentioned previously, we will be reviewing and improving the task assignment and reassignment notifications, focusing on ensuring accurate notifications are sent.  We plan to work on this later this year (disclaimer: timeframe subject to change).

Although it doesn't directly address task assignment/re-assignment notifications, we implemented a flow-based notification solution that can be used for Attestation or Certification (or both) in CMDB Workspace 7.5.  A new "Notifications" option was added to the Data Manager Settings allowing you to enable or disable the notification capability for either policy type.

The flow we introduced is called "CMDB Task Due Date Notifications" and can be modified as needed.  The logic in the flow replicates the workflow associated with the legacy Data Certification application.