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Prerequisites

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:

...

GCIF

...

CTSTUD2014ENTL

...

FLOW_CTRL_ID

...

004

...

PRODUCT

...

CTSTUDIO

...

SUB_PRODUCT

...

PUBLISHER

...

CHANNEL_ID

...

3

...

APPLICATION_ID

...

CTSTUDIO

...

DEFAULT_IND

...

Y

...

EVAL_CONDITION

...

{
condition : [
{
id : equals ,
field : $context.authflow
value : true
}
]
}

...

EVAL_ORDER

...

1

...

STOP_PROCESS_IND

...

FALSE

...

RESPECT_HIER_IND

...

FALSE

...

TYPE

...

foureye

...

AUTH_FLOW

...

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

Request Approval Workflow

...

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.

  1. Click Create >Form.

...


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    The Create/Edit Form page appears.

...



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  2. Design the form, based on the necessary requirements. The following screen shot showcases a sample form with the Form Id, NEW_BENEFICIARY_FORM.

...



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  2. Click Save to save the form.

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On saving the form, a request gets initiated. A confirmation message, with a reference number, indicating the initiation of a request appears, as shown in the following screen shot.



Image Modified

Approving Requests

...


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

  1. Click Ok.