Dataphin:Create and manage approval templates

You can customize approval templates to meet your requirements. This topic describes how to create and manage approval templates.

Permission description

• Super administrators and system administrators can create, edit, and delete custom approval templates.

• System administrators can create, edit, and delete operation buttons for custom approval nodes.

Approval description

• An approval workflow can have multiple nodes. A task proceeds to the next node only after it is approved at the current node. The task is considered approved only after it passes all approval nodes. If the task is rejected at any node, the entire approval is rejected.

• For a node with multiple approvers, an approval from any single approver passes the task through that node. A rejection from any single approver rejects the task at that node.

Limits

• If you set the default approval system to the built-in one and create or modify custom operation buttons for a custom approval workflow, these custom operations become invalid if you then change the default approval system to an external one. To retain these custom operations, you must explicitly specify the built-in approval system for that custom approval workflow.

• If an approval node is assigned to a global role that has no users, the approval workflow cannot start. To resolve this, you must either modify the approval template or assign users to the role.

• To select the asset listing and delisting approval scenario when you create or edit a custom approval template, you must first purchase the Asset Operation value-added module and enable the asset operation feature for your tenant.

Approvers supported by the approval system

• Global role: Global roles within a tenant, such as super administrator, system administrator, data source administrator, quality administrator, security administrator, cross-tenant publisher, and data standard administrator.

• Owner: The owner of a resource, such as a logical dimension table, logical fact table, logical aggregate table, metric, data source, API, Dataphin data source, application, or service unit.

• Business architect: The business architect associated with the resource.

• Project administrator: The project administrator associated with the resource.

• Specified approver: A specific member of the tenant who has an active status.

• Self-selected by initiator: An approver selected by the user who initiates the workflow.

Create a custom approval template

1. In the top navigation bar of the Dataphin homepage, choose Management Center > System Settings.

2. In the navigation pane on the left, choose Approval Management > Approval Workflow Template.

3. On the Approval Workflow Template page, click the Custom tab, and then click +Create Approval Template.

4. In the Create Approval Template dialog box, configure the following parameters. Different parameters are required for different approval systems.

   Built-in approval system

   Parameter	Description
   Template Name	Enter a name for the custom approval template. The name cannot exceed 128 characters.
   Scenario	Select the scenario in which the approval template can be used. The following scenarios are supported: Permission Request, Data Standard Approval, Data Download, Custom Operation Approval, Project Object Publishing Approval, and Asset Listing And Delisting Approval.
   Description (optional)	Enter a description for the approval template. The description cannot exceed 128 characters.
   Approval System	Select Built-in Approval System.
   Approval Node	You can add up to 10 approval nodes. Configure the details of each approval node, including Approver, Approval Node Description, and Optional Approval Operations. Approver: You can select approvers from System Role, Custom Role, and Specified Approver. You can select up to 10 approvers for each node based on Dimension Role or Specified Approver. Note If a custom global role is deleted after being set as an approver, it is marked as deleted in the approval template. Remove the role from the template. After you remove it, the role no longer appears as a candidate approver when you reopen the template. Optional Approval Operations: Four types are supported: Pass, Reject, Change Owner, and Add Approver. You can click the edit icon to add approval operations. For creation details, see the following section.

   Add optional approval operations

   Note

   • If you change an approval operation node in a custom approval template, the corresponding operation node in the approval task also changes.

   • You can create up to 5 optional operations.

   1. In the Approval Node - Optional Approval Operations column, click the icon.

   2. In the Optional Approval Operations panel that appears, click +Add Optional Operation and configure the following parameters.

      Parameter	Description
      Action Name	Enter a name for the current action. The name cannot exceed 20 characters.
      Action Type	Select the action type for the approval operation node. Currently, only Initiate Other Approval is supported.
      Approval Workflow Template	You can select a custom approval template with the scenario set to Custom Approval Operation.
      After Operation Completion	Return To Current Approver: When the new workflow is approved, the original workflow returns to the approver of the current node, who can continue the approval. Current Node Approval Passed: When the new workflow is approved, the original workflow completes the node that initiated the new workflow and starts executing the next node. If there is no next node, the current workflow is completed with a result of approved.

   3. Click OK to complete the optional approval operation configuration.

   Third-party approval

   Parameter	Description
   Template Name	Enter a name for the custom approval template. The name cannot exceed 128 characters.
   Scenario	Select the scenario in which the approval template can be used. The following scenarios are supported: Permission Request, Data Standard Approval, Data Download, Custom Operation Approval, Project Object Publishing Approval, and Asset Listing And Delisting Approval.
   Description (optional)	Enter a description for the approval template. The description cannot exceed 128 characters.
   Approval System	Select Third-party Approval. If the default approval system in Approval Settings is configured as third-party approval, you can also select Default. You can click Integration Documentation to view the structure and parameter description of the approval content.
   Approval Workflow Template	Enter the name of the third-party default approval workflow template. If no approval workflow template is available, you can enter an empty value.
   Approval Node	You can add up to 10 approval nodes. Configure the details of each approval node, including Approver and Approval Node Name. You can select up to 10 approvers for each node. Approver: You can select approvers from System Role, Custom Role, and Specified Approver. You can select up to 10 approvers for each node based on Dimension Role or Specified Approver. Note If a custom global role is deleted after being set as an approver, it is marked as deleted in the approval template. Remove the role from the template. After you remove it, the role no longer appears as a candidate approver when you reopen the template.

   After you complete the configuration, click View Approval Metadata Example to view a sample based on your settings. Then, click Send Test Approval to test whether the configured approval template works correctly.

5. Click OK to complete the approval template configuration.

Approval template list

You can view information about configured approval templates on the Approval Workflow Template page. On this page, you can also search for, view, edit, and delete approval templates.

What to do next

After you create an approval template, you can reference it when you create a data standard set or configure database permission approval. For more information, see:

• Create and manage data standard sets

• Database permission approval configuration