Data Manager policy's instruction in the Task
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‎09-24-2025 05:28 AM
I'm planning to utilize the Data Manager to certify some of the data within our CMDB. I created a policy, scheduled it all works perfectly. Tasks are generating to the group/people I defined. That part is clear and works as it should. But my question is, how to populate instructions I've added to the Policy in the tasks? For the users who will receive a task it might be hard to understand what is actually required from them. I've added to the Policy form in native UI the field that refers to instruction but from the task form I'm unable to do it. For reference I work on the Yokohama release.
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‎09-24-2025 10:32 AM
Using Data Manager in CMDB Workspace, you can provide instructions in the Options section of the Certification policy as shown below:
When tasks are created for the policy, the instructions appear on the task overview page:
Note that the Data Manager experience in UI16 has been replaced with the experience in CMDB Workspace. This includes significantly more functionality for defining and managing Data Manager policies and settings.
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‎09-29-2025 12:57 AM
Thanks Tony, indeed I see the Policy's instruction in the Workplace view of Open Tasks. However, I was wondering if it's possible to also see this instruction in standard native view of Task like below, I tried to achieve this by adding a field to the task form however I couldn't find any reference to the Policy's instruction.
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‎10-07-2025 07:03 PM
The UI16 Data Manager task form isn't supported for certification or attestation. Certification tasks should be managed within CMDB Workspace.
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‎10-07-2025 11:38 PM
And is there any way to expose CMDB Workspace tasks to for example Employee Center Pro? I'm wondering how to manage business users (non-ITIL) and preferred option is to not give them direct access to any backend solution but rather utilize ECP as the front end.
