Dataphin features built-in approval flow templates for various processes, including permission requests, code reviews, and standard reviews. You can view and customize these templates by modifying approval nodes and approvers. This topic provides an overview of the built-in approval templates and instructions for adjusting their settings.
Background information
Dataphin includes system templates and built-in role templates within its approval templates. Each template is designed for specific scenarios and related functional modules, with some allowing for approval node configuration. Refer to the table below for more information.
System templates
Scenarios | Template name | Configurable approval nodes |
Request permissions | Regular key permission request | Yes |
Logical table permission request | Yes | |
Apply for permissions on a physical table | Yes | |
Meta table and image table permission request | Yes | |
Function permission request | No | |
Apply for permissions on a data source | Yes | |
Variable permission request | No | |
DataService application permission request | 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 | |
Business planning | Conceptual design process control | No |
Code review | Code review | No |
Data standard approval | Standard review | No |
Publish | Publish Approval | No |
Asset change owner | One-click change owner | No |
Directory topic publish | Publish directory topic request | Yes |
Built-in roles
Scenarios | Template name | Configurable approval flow |
Request permissions and data download | Project administrator approval | Yes |
Board administrator approval | Yes | |
Security administrator approval | Yes | |
Request permissions | Resource owner approval | Yes |
No approval required, system automatically approves | This template does not support editing. |
Permission description
Editing system templates and built-in role templates is restricted to super administrators, system administrators, and those with global roles that include Manage-Approval Template permissions.
Limits
Built-in approval templates are limited to one approval node by default. For templates that allow customization, you can add, modify, or remove approval nodes, up to a maximum of 10 nodes.
Dataphin's built-in role approval templates can be used in data download approval settings and permission approval policies, streamlining the configuration process.
Approval description
In templates with multiple approval nodes, progression to the next node occurs only after the current node is approved. Approval of the task requires all nodes to be approved, while rejection at any node results in task failure.
If a single approval node has multiple approvers, approval from any one of them suffices. Conversely, rejection by any approver results in the node's rejection.
View system templates
Select Management Center > System Settings from the top menu bar on the Dataphin home page.
In the left-side navigation pane, choose Approval Management > Approval Workflow Template.
On the Approval Workflow Template page, click the System Templates/Built-in Roles tab to view and edit the templates.
Block
Description
①Search area
You can perform a fuzzy search based on the template name keyword.
②List area
Displays Template Name, Description of system templates, Scenarios, Last Updated By, and Last Updated Time.
③Operation area
You can perform View and Edit operations on system templates.
View: You can view the configuration details of the template and click the Edit button below to quickly edit the template.
Edit:
Approval system: Supports switching approval systems. If an external approval system is enabled and configured in the metadata warehouse settings, you can switch the approval system to the external approval system.
Approval nodes: For templates that support configurable approval nodes, you can modify and add approval nodes. After modification, the newly initiated built-in system approval process will be generated based on the new approval flow template. For editing instructions, see Edit built-in templates.
Edit built-in templates
Click the Actions column
icon next to the desired approval template under the System Templates or Built-in Roles tab.In the Edit Approval Template dialog box, adjust the Approval System and Approval Nodes as needed.
Parameter
Description
Approval System
Supports selecting Default and 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.
When the Approval Settings default approval system is configured as an external approval system, if you select the default or external approval system, you also need to select an approval template. You can click the referenced document to view the structure and parameter description of the approval content.
Approval Workflow Template
When the approval system is set to an external approval system, you need to select an approval template. To create a new approval template, see Create a custom approval template.
Approval Nodes
You can click Add Approval Node to add up to 10 approval nodes to the current approval template. Each approval node requires configuration of Approver and Approval Node Name. You can click the
icon to delete the corresponding approval node.Approver: An approval node must select at least 1 approver and at most 10 approvers.
Approval Node Name: You can modify the name of each approval node, with a length not exceeding 128 characters.
Click OK to save your changes.