Dataphin:Create and manage approval templates

Approval templates define the workflow for reviewing tasks. Create custom templates to match your business approval requirements.

Permissions

• 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.

How approval works

• A workflow can have multiple nodes. A task proceeds to the next node only after the current node approves it. All nodes must approve for the task to pass. Rejection at any node fails the entire approval.

• For nodes with multiple approvers, any single approver can pass or reject the task at that node.

Limits

• Custom operation buttons created under the built-in approval system become invalid if you switch the default to an external system. To retain them, explicitly set the built-in approval system for that workflow.

• If an approval node is assigned to a global role with no users, the workflow cannot start. Modify the template or assign users to that role.

• The asset listing and delisting scenario requires the Asset Operation value-added module to be purchased and the asset operation feature enabled for your tenant.

Supported approver types

• Global role: Tenant-level roles 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 of the resource.

• Project administrator: The project administrator of the resource.

• Specified approver: A specific active tenant member.

• Self-selected by initiator: An approver chosen by the workflow initiator.

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, then click +Create Approval Template.

4. In the Create Approval Template dialog box, configure the parameters. Parameters differ by approval system.

   Built-in approval system

   Parameter	Description
   Template Name	The template name. Maximum 128 characters.
   Scenario	The scenario for this template. Options: Permission Request, Data Standard Approval, Data Download, Custom Operation Approval, Project Object Publishing Approval, and Asset Listing And Delisting Approval.
   Description (optional)	Optional. Maximum 128 characters.
   Approval System	Select Built-in Approval System.
   Approval Node	Add up to 10 approval nodes. Configure each node with Approver, Approval Node Description, and Optional Approval Operations. Approver: Select from System Role, Custom Role, and Specified Approver. Up to 10 approvers per 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 template. Remove it to prevent it from appearing as a candidate approver. Optional Approval Operations: Supported types: Pass, Reject, Change Owner, and Add Approver. Click the icon to add operations. Configuration details are described in the following section.

   Add optional approval operations

   Note

   • Changing an operation node in a custom template also updates the corresponding node in approval tasks.

   • Maximum 5 optional operations.

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

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

      Parameter	Description
      Action Name	The operation name. Maximum 20 characters.
      Action Type	The action type. Currently only Initiate Other Approval is supported.
      Approval Workflow Template	Select a custom template with the Custom Approval Operation scenario.
      After Operation Completion	Return To Current Approver: After the new workflow is approved, the original workflow returns to the current node approver to continue. Current Node Approval Passed: After the new workflow is approved, the original workflow completes this node and proceeds to the next. If no next node exists, the workflow is approved.

   3. Click OK.

   Third-party approval

   Parameter	Description
   Template Name	The template name. Maximum 128 characters.
   Scenario	The scenario for this template. Options: Permission Request, Data Standard Approval, Data Download, Custom Operation Approval, Project Object Publishing Approval, and Asset Listing And Delisting Approval.
   Description (optional)	Optional. Maximum 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. Click Integration Documentation to view the approval content structure and parameters.
   Approval Workflow Template	The third-party default approval workflow template name. Leave empty if none is available.
   Approval Node	Add up to 10 approval nodes. Configure each node with Approver and Approval Node Name. Up to 10 approvers per node. Approver: Select from System Role, Custom Role, and Specified Approver. Up to 10 approvers per 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 template. Remove it to prevent it from appearing as a candidate approver.

   After configuration, click View Approval Metadata Example to preview a sample. Then click Send Test Approval to verify the template works correctly.

5. Click OK.

Manage approval templates

The Approval Workflow Template page displays all configured templates. You can search, view, edit, and delete templates.

What to do next

After creating an approval template, reference it when you create a data standard set or configure database permission approval:

• Create and manage data standard sets

• Database permission approval configuration