Configure approval nodes and approvers in built-in templates - Dataphin - Alibaba Cloud - Dataphin

Background

Built-in templates include system templates and built-in role templates. Each template applies to a specific use case and feature module. Some templates support configurable approval nodes.

System templates

Use case	Template name	Configurable
Permission request	Dataset permission request template	Yes
	Row-level permission request	Yes
	General key permission request	Yes
	Logical table permission request	Yes
	Physical table permission request	Yes
	Meta table and mirrored table permission request	Yes
	Function permission request	No
	Data source permission request	Yes
	Variable permission request	Yes
	Request to join Data Service application	No
	Data Service API permission request	No
	Data Service service unit permission request	No
	Data Service Dataphin data source permission request	No
	Data source table permission request	Yes
	Key permission request managed only by owner	Yes
Application creation	Request to create Data Service application	No
Business planning	Conceptual design process control	No
Code review	Code review	No
Data standard approval	Standard review	No
Publishing	Publishing approval	No
Asset transfer	One-click transfer	No
Catalog subject publishing	Publish catalog subject request	Yes

Built-in roles

Use case	Template name	Configurable
Permission request, data download	Project administrator approval	Yes
	Module administrator approval	Yes
	Security administrator approval	Yes
Permission request	Resource owner approval	Yes
Permission request	Approval-free, auto-approved by system	This template cannot be edited.
Data download	Data source owner approval	Yes

Permissions

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

Limitations

By default, each built-in approval template has one approval node. For configurable templates, you can customize existing nodes or add new ones, up to 10 nodes total.
Built-in role templates can be referenced in data download approval settings and permission approval policies to simplify configuration.

How approvals work

For templates with multiple approval nodes, each node must be approved before the process advances to the next. The request is approved only when all nodes approve it. If any node rejects the request, the entire request is rejected.
If an approval node has multiple approvers, any single approver can approve the node. However, a rejection from any single approver rejects the node.

View system templates

In the top navigation bar of the Dataphin homepage, choose Management Center > System Settings.
In the left-side navigation pane, choose Approval Management > Approval Templates.

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

Area	Description
① Search area	Search for templates by name.
② List area	Displays the Template name, Description, Use case, Last updated by, and Last updated time.
③ Operations area	You can View and Edit system templates. View: Displays the configuration details of a template. You can also click the Edit button at the bottom to modify it. Edit: Approval system: If an external approval system is enabled and configured in the metastore settings, you can switch to it. Approval node: For templates that support configurable approval nodes, you can modify and add nodes. After you save the changes, new approval requests will use the updated template. For instructions, see Edit a system template.

Edit a system template

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

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

Parameter	Description
Approval system	You can select Default or built-in approval system. If an external approval system is enabled and configured in the metastore settings, you can also select the configured external approval system. If the default approval system in Approval Settings is configured as an external approval system, you must also select an approval template when you select Default or an external approval system. You can click Integration Document to view the structure and parameter descriptions of the approval content.
Approval template	If you select an external approval system, you must select an approval template. To create an approval template, see Create a custom approval template.
Approval node	Click Add Approval Node to add up to 10 approval nodes to the template. For each approval node, you must configure an Approver and an Approval node name. You can click the icon to delete an approval node. At least 1 approval node must be retained. Approver: Select from System roles, Custom roles, or Specify approvers. Each approval node must have at least 1 and at most 10 approvers. Note If a custom global role assigned as an approver is deleted, it is marked as "deleted" in the approval template. You can remove this role. Once removed, the deleted role no longer appears as a selection option. Approval node name: You can edit the name of each approval node. The name can be up to 128 characters long.

Click OK.