Dataphin:Create and manage approval templates

Dataphin lets you create custom approval templates to fit your business requirements. This topic describes how to create and manage them.

Permissions

• The super administrator and system administrator can create, edit, and delete custom approval templates.

• The system administrator can create, edit, and delete action buttons for custom approval nodes.

Approval process

• An approval process can have multiple approval nodes. The process moves to the next node only after the current one is approved. The entire request is approved only when all nodes are approved. If any approver rejects the request, the entire process fails.

• If a node has multiple approvers, a single approval passes the node, while a single rejection fails it.

Limitations

• Custom action buttons created for a workflow that uses the default built-in approval system will become invalid if you later switch the default to an external system. To prevent this, explicitly set the workflow's approval system to the built-in approval system.

• If an approval node is assigned to a global role with no users, the approval process cannot be initiated. To fix this, either modify the approval template or assign users to the role before retrying.

• The Asset Onboarding/Offboarding Approval scenario is available only after you purchase the asset operation add-on and enable the feature for your tenant.

Supported approver types

• Global role: A global role within the tenant, such as super administrator, system administrator, data source administrator, quality administrator, security administrator, cross-tenant publish user, or data standard administrator.

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

• Domain architect: The domain architect of the resource.

• Project administrator: The project administrator of the resource.

• Specified approver: A user with an active account in the tenant.

• Selected by initiator: The user who initiates the process can select the approver.

Create a custom approval template

1. In the top navigation bar of the Dataphin homepage, choose management center > system settings.

2. In the left-side navigation pane, choose Approval Management > Approval Template.

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

4. In the Create Approval Template dialog box, configure the following parameters. The required parameters vary based on the selected approval system.

   Built-in approval system

   Parameter	Description
   Template name	Enter a name for the custom approval template. The name can be up to 128 characters long.
   Scenario	Select the scenarios where this approval template can be used. Options include Permission Application, Data Standard Approval, Data Download, Custom Action Approval, Intra-project Object Publication Approval, and Asset Onboarding/Offboarding Approval.
   Description (Optional)	Enter a description for the approval template. The description can be up to 128 characters long.
   Approval system	Select built-in approval system.
   Approval node	You can add up to 10 approval nodes. For each node, configure an Approver, Approval Node Description, and Optional Approval Actions. Approver: You can select approvers from System roles, Custom roles, and Specified approver. You can select a maximum of 10 approvers for each node, based on Roles or Specified approver. Note If a custom global role is deleted after being assigned as an approver in a template, it will be marked as deleted in the approval template. You can remove this role from the template. After removal, the deleted role no longer appears as an option when you edit the template again. Optional Approval Actions: The supported actions are Approve, Reject, Transfer, and add-signature. You can click the icon to add more approval actions. For more information, see the following section.

   Add optional approval actions

   Note

   • Changes to the action nodes of a custom approval template affect all existing approval tasks that use it.

   • You can create a maximum of 5 optional actions.

   1. In the Approval Node section, find the Optional Approval Actions column and click the icon.

   2. In the Optional Approval Actions pane that appears, click + Add Optional Action and configure the following parameters.

      Parameter	Description
      Action name	Enter a name for the action. The name can be up to 20 characters long.
      Action type	Select the action type for the approval action node. Currently, only Initiate Other Approval is supported.
      Approval template	Select a custom approval template whose scenario is Custom Action Approval.
      After the operation is complete	Return to Current Approver: After the new process is approved, the original process returns to the current approver for further action. Approve Current Node: After the new process is approved, the current node in the original process is completed. The process then moves to the next node or is approved if it is the last node.

   3. Click OK to save the optional approval action configuration.

   Third-party approval

   Parameter	Description
   Template name	Enter a name for the custom approval template. The name can be up to 128 characters long.
   Scenario	Select the scenarios where this approval template can be used. Options include Permission Application, Data Standard Approval, Data Download, Custom Action Approval, Intra-project Object Publication Approval, and Asset Onboarding/Offboarding Approval.
   Description (Optional)	Enter a description for the approval template. The description can be up to 128 characters long.
   Approval system	Select third-party approval. If the default approval system in Approval Settings is a third-party system, you can also select Default. You can click Integration Documentation to view the structure and parameter descriptions of the approval content.
   Approval template	Enter the name of the third-party system's default approval workflow template. Leave this field empty if no template is available.
   Approver source	Configure in Dataphin: Initiates the approval process based on the approval nodes and approvers configured in Dataphin. Use DingTalk Approval Workflow: Executes the approval process defined in the selected DingTalk template. No approval nodes need to be configured in Dataphin. Note This option is available only when the Approval System is set to DingTalk OA.
   Approval node	You can add up to 10 approval nodes. For each node, configure its Approver and Approval Node Name. You can select up to 10 approvers for each node. Approver: You can select from System Roles, Custom Roles, and Specified Approver. You can select a maximum of 10 approvers for each node based on Roles or Specified Approver. Note If a custom global role is deleted after being assigned as an approver in a template, it will be marked as deleted in the approval template. You can remove this role from the template. After removal, the deleted role no longer appears as an option when you edit the template again.

   After completing the configuration, click View Approval Metadata Example to see a sample based on your settings, or click Send Test Approval to verify that the template works as expected.

5. Click OK to create the approval template.

Approval template list

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

Next steps

After creating an approval template, you can apply it when creating a standard set or configuring data permission approvals. See the following topics for more information:

• Create and manage standard sets

• Data Permission Approval Configuration