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 its corresponding feature module. Some templates allow you to configure their approval nodes.

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, built-in approval templates contain only one approval node. For templates that support configuration, you can customize or add approval nodes, up to 10 nodes.

• Dataphin provides built-in role templates that you can reference in data download approval settings and permission approval policies to streamline configuration.

How approvals work

• For an approval template with multiple approval nodes, the process moves to the next node only after the previous one is approved. The entire request is approved only when all nodes grant approval. If any node rejects the request, the entire request fails.

• If an approval node has multiple approvers, approval from any single approver approves the node. However, a rejection from any single approver rejects the node.

View system templates

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 Templates.

3. 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: Only the built-in approval system is supported. 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.

Edit a system template

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

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

   Parameter	Description
   Approval system	Only the built-in approval system is supported.
   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.

3. Click OK.