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To enable the Request Approval workflow in Canvas Studio, approval workflow should be activated and an authentication access should be provided to the administrators to enable them to process the requests.

Perform the following steps on the Canvas schema:

  1. In the CT_REQ_MDLR_AUTHFLOW table, change the type of authentication from noauth to foureye or sixeye and make changes to the AUTH_FLOW column accordingly. A sample entry is provided as follows:

    GCIF

    CTSTUD2014ENTL

    FLOW_CTRL_ID

    004

    PRODUCT

    CTSTUDIO

    SUB_PRODUCT

    PUBLISHER

    CHANNEL_ID

    3

    APPLICATION_ID

    CTSTUDIO

    DEFAULT_IND

    Y

    EVAL_CONDITION

    {

    condition

             condition  : [

                              {

    id

                                           id  :  equals ,

    field

                                          field  :  $context.authflow

    value

                                          value  : true

                                }

             ]


    }

    EVAL_ORDER

    1

    STOP_PROCESS_IND

    FALSE

    RESPECT_HIER_IND

    FALSE

    TYPE

    foureye

    AUTH_FLOW

    {

    authflow

       authflow  : [


    {

    tier

                  tier  : [

                                  {

    type

                                     type  : INTEGER,                        

    min

                                     min  : 10,                                      

    max

                                     max  : 100,                                   

    workflow

                                     workflow  : {                                      

    type

                                     type  :  foureye ,                      

    flow

                                                     flow  : {                        

    completed

                                                    completed  :

    false

    false                       

                                                                 }

                                                        }

                                      },

                                     {

    type

                                     type  : INTEGER,

    min

                                     min  : 100,

    max

                                     max  : 1000,

    workflow

                                      workflow  : {

    type

                                      type  :  sixeye ,

    flow

                                                        flow  : {

    completed

                                                       completed  : false

                                                                      }

                                                             }

                                         },

                                        {

    type

                                         type  : INTEGER,

    min

                                        min  : 1000,

    max

                                        max  : 10000,

    workflow

                                        workflow  : {

    type

                                        type  :  tree ,

    flow

                                                         flow  : {

    condition

                                                         condition  :  OR ,

                                                         completed : false,

                                                          flow : [

                                                                           {

                                                                                role :

    A ,

      A ,                                                                                                          count : 1,
                                                                                completed : false

                                                                             },

                                                                            {

    role

                                                                                    role :  B ,

                                                                                    count : 2,

                                                                                    completed : false

                                                                             },

                                                                             {

                                                                                     role :  D ,

                                                                                     count : 1,

                                                                                     completed : false

                                                                               },

                                                                         ]

                                                                     },

                                                         {

    completed

                                                             completed : false,

                                                              flow : [

                                                                                {

    role

                                                                                     role :  A ,

    count : 1,
    completed : false
    },
    {
    role : C ,
    count : 1,
    completed : false
    },
    {
    role : D,
    count : 1,
    completed : false
    }
    ]
    },
    {
    completed : false,
    flow : [
    {
    role : X ,
    count : 1,
    completed : false
    },
    {
    role : Y ,
    count : 1,
    completed : false
    }
    ]
    },
    {
    role : E ,
    count : 1,
    completed : false
    }
    ]
    }
    }
    }
    ]
    }
    ]

                                                                                     count : 1,

                                                                                     completed : false

                                                                                 },

                                                                                 {

                                                                                      role :  C ,

                                                                                      count : 1,

                                                                                      completed : false

                                                                                      },

                                                                                      {

                                                                                          role :  D,

                                                                                          count : 1,

                                                                                          completed : false

                                                                                      }

                                                                              ]

                                                                        },

                                                          {

                                                             completed : false,

                                                               flow : [

                                                                                          {

                                                                                            role :  X ,

                                                                                            count : 1,

                                                                                            completed : false

                                                                                           },

                                                                                           {

                                                                                              role :  Y ,

                                                                                              count : 1,

                                                                                              completed : false

                                                                                            }

                                                                                 ]

                                                                            },

                                                                                           {

                                                                                              role :  E ,

                                                                                              count : 1,

                                                                                              completed : false

                                                                                              }

                       

                                                                                      ]

                   

                                                                               }

                

                                                                     }

            

                                                          }

         

                                             ]


                                 }


                     ]


           }


  2. In the OD_USER_FUNCTION_MB table, update the administrators' details to enable request approval. A sample entry is provided as follows:

    OD_GCIF

    OD_USER_NO

    APP_ID

    OD_FUN_CODE

    OD_PROD_CODE

    OD_SUB_PROD_CODE

    OD_ACC_NO

    OD_TRAN_MAX_AMT

    OD_ACC_GRP

    OD_FLG

    CRT

    USER_ROLE

    CTSTUD2014ENTL

    201407010004

    CTSTUDIO

    APPROVE

    CTSTUDIO

    PUBLISHER

    READONLY

    0

    (NULL)

    (NULL)

    READONLY

    ALL


    For the full set of information on Request Approval workflow, refer the following pages: 

    • Approving Components
    • Initiating Requests
    • Approving Requests
    • Rejecting Requests
    • Re-submission of Rejected Requests


    Request Approval Workflow

    The Request Approval in Canvas Studio paves the way for an effective mechanism in managing configuration data or metadata. When any Canvas component (e.g. forms, templates, shortcuts, shortcut containers etc.) is created by a Canvas Studio user, the configuration data or metadata of those components gets stored in the Canvas schema. Canvas administrators or users, who possess the privilege of Canvas administrator, can then approve or reject those Canvas components. The approval workflow is even applicable for editing and deleting the components. The following steps provide precise information on the request approval workflow in Canvas Studio.
    Note: The Request Approval workflow is applicable only for Forms, Form Containers, Events, Template, Shortcuts, Shortcut Containers, Entitlements and Reports.

    Initiating Requests

    To initiate a request, the Canvas Studio user must create Canvas components, such as forms, templates, shortcuts, reports, entitlements and events. Let's assume that the user needs to create a form.

    Click Create >Form.


The Create/Edit Form page appears.

...


A confirmation message, indicating a successful initiation of the request, appears.

  1. Click Ok.