Request Approval Workflow
The Request Approval workflow 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.
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The Request Approval workflow is applicable only for Forms, Form Containers, Events, Template, Shortcuts, Shortcut Containers, Entitlements and Reports. |
For the full set of information on Request Approval workflow, refer the following pages:
Initiating Requests
Approving Requests
Rejecting Requests
Re-submission of Rejected Requests
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.
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The Create/Edit Form page appears.
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