View and configure built-in approval templates - Dataphin

Dataphin provides built-in approval flow templates for processes such as permission requests, code reviews, and standard reviews. You can view the built-in templates and modify their approval nodes and approvers. This topic describes the built-in approval templates and how to modify their configurations.

Background information

The built-in templates include system templates and built-in role templates. Each approval template is designed for specific scenarios and their corresponding functional modules. Some templates allow you to configure approval nodes. For more information, see the following tables.

System templates

Scenario	Template name	Configurable approval nodes
Permission request	Regular key permission request	Yes
	Logical table permission request	Yes
	Physical table permission request	Yes
	Meta table and image table permission request	Yes
	Function permission request	No
	Data source permission request	Yes
	Variable permission request	No
	Request to join a DataService application	No
	DataService API permission request	No
	DataService service unit permission request	No
	DataService Dataphin data source permission request	No
	Data source table permission request	Yes
	Key permission request managed only by the owner	Yes
Application creation	Request to create a DataService application	No
Business planning	Conceptual design process control	No
Code review	Code review	No
Data standard approval	Standard review	No
Publish	Release approval	No
Asset change owner	One-click change owner	No
Directory topic publish	Publish directory topic request	Yes

Built-in roles

Scenario	Template name	Configurable approval flow
Permission request and data download	Project administrator approval	Yes
	Board administrator approval	Yes
	Security administrator approval	Yes
Permission request	Resource owner approval	Yes
Permission request	No approval required, system automatically approves	This template does not support editing.
Data download	Data source owner approval	Yes

Permissions

Only super administrators, system administrators, and global roles with Manage-Approval Template permissions can edit system templates and built-in role templates.

Limits

By default, built-in approval templates have only one approval node. For templates that support node configuration, you can add or modify approval nodes, up to a maximum of 10 nodes.
Dataphin provides built-in role approval templates. You can reference these role templates in data download approval settings and permission approval policies to simplify the configuration process.

Approval process

For templates with multiple approval nodes, the approval process is sequential. The request proceeds to the next node only after the current node is approved. The request is considered approved only after all nodes are approved. If the request is rejected at any node, the entire approval process fails.
If a single approval node has multiple approvers, the node is approved if any one of them approves it. The node is rejected if any one of them rejects it.

View system templates

On the Dataphin homepage, choose Management Hub > System Settings from the top menu bar.
In the navigation pane on the left, choose Approval Management > Approval Workflow Template.

On the Approval Workflow Template page, click the System Templates or Built-in Roles tab to view and edit the templates.

Section	Description
① Search	Performs a fuzzy search for a template based on a keyword in its name.
② List	Displays the Template Name, Description, Scenario, Last Updated By, and Last Updated Time.
③ Actions	Lets you View and Edit system templates. View: View 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 the approval system. If an external approval system is enabled and configured in the metadata warehouse settings, you can switch to the external approval system. Approval nodes: For templates that support configurable approval nodes, you can modify and add approval nodes. After the modification, new approval flows initiated in the built-in system are generated based on the new approval flow template. For more information about how to edit, see Edit built-in templates.

Edit built-in templates

On the System Templates or Built-in Roles tab, click the icon in the Actions column for the target approval template.

In the Edit Approval Template dialog box, configure the Approval System and Approval Nodes.

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 an external approval system, you must also select an approval template when you select the default or external approval system. Click the integration document to view the structure and parameter descriptions of the approval content.
Approval Workflow Template	When the approval system is an external approval system, you must select an approval template. To create a new approval template, see Create a custom approval template.
Approval Nodes	Click Add Approval Node to add up to 10 approval nodes to the current approval template. For each approval node, you must configure an Approver and an Approval Node Name. Click the icon to delete the corresponding approval node. Approver: You can select approvers from System Role, Custom Role, and Specify Approver. An approval node must have at least 1 approver and at most 10 approvers. Note If a custom global role is deleted after it has been assigned as an approver, the role is marked as deleted in the approval template. You can remove the role from the template. After you remove the role, it no longer appears in the list of candidate approvers when you reopen the template. Approval Node Name: You can modify the name of each approval node. The name can be up to 128 characters long.

After you complete the configuration, click OK.