Dataphin:Configure built-in approval templates

Background

Built-in templates in Dataphin include system templates and built-in role templates. Each template is designed for a specific use case and functional module. Some templates allow you to configure their approval nodes. For more information, see the following tables.

Permissions

Only a super administrator, a system administrator, or a global role with the Management-Approval Template permission can edit system templates and built-in role templates.

Limitations

• Built-in approval templates contain only one approval node. For templates that support node configuration, you can customize, modify, or add approval nodes. Templates support a maximum of 10 approval nodes.

• Dataphin provides built-in role-based approval templates. You can reference these templates in data download approval settings and permission approval policies for faster configuration.

• The Knowledge Graph permission application template is available after you purchase the Knowledge Graph value-added service for your current instance.

How approvals work

• For a template with multiple approval nodes, approvals are processed sequentially. The entire request is approved only when all nodes are approved. A rejection at any node rejects the entire request.

• If an approval node has multiple approvers, it is approved if any one of them approves it and rejected if any one of them rejects it.

View system templates

1. On the Dataphin homepage, choose Management Center > System Settings from the top menu bar.

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

3. On the Approval Templates page, click the System Templates or Built-in Roles tab. You can then view and edit the templates.

   

   Section	Description
   ① Search bar	You can search for templates by name.
   ② Template list	Displays the Template name, Description, Scenario, Last updated by, and Last updated time for each system template.
   ③ Actions column	This column provides actions to View and Edit system templates. View: Displays the configuration details of the template. You can also click the Edit button at the bottom to quickly edit the template. Edit: Approval system: You can switch between approval systems. If an external approval system is enabled and configured in the metadata warehouse settings, you can switch to that system. Approval node: For templates that support node configuration, you can modify and add approval nodes. After saving, new approvals using this template will follow the updated workflow. For instructions on how to edit, see Edit a system template.

Edit a system template

1. On the System Templates or Built-in Roles tab, find the template you want to edit and click the icon in the Actions column.

2. In the Edit Approval Template dialog box, configure the Approval system and Approval node parameters.

   Parameter	Description
   Approval system	You can select Default or built-in approval system. If an external approval system is enabled and configured in the metadata warehouse settings, you can also select the configured external approval system. If the default approval system in Approval Settings is set to an external approval system, you must also select an approval template when you select Default or the external system. You can click Integration Documentation to view the structure and parameter descriptions of the approval content.
   Approval template	When using an external approval system, you must select an approval template. To create a new approval template, see Create a custom approval template.
   Approver source	Configure in Dataphin: Uses the approval nodes and approvers configured in Dataphin. Use DingTalk approval flow: Executes the approval process based on the selected DingTalk template, without requiring node configuration in Dataphin. Note This option is available when the approval system is set to DingTalk OA.
   Approval node	Click Add Approval Node to add up to 10 approval nodes to the template. For each node, you must configure an approver and an Approval node name. You can click the icon to delete a node. A template must have at least one approval node. Approver: You can select approvers from system role, custom role, or specify approver. Each approval node must have at least 1 approver and a maximum of 10 approvers. Note If a custom global role is deleted after being assigned as an approver, the role is marked as deleted within the approval template. You can remove this role from the template. Once removed, the role no longer appears in the list of approvers. Approval node name: You can modify the name of each approval node. The name can be up to 128 characters long.

3. Click OK to save your changes.