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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:
TABLE COLUMN
VALUES
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
{
authflow : [
{
tier : [
{
type : INTEGER,
min : 10,
max : 100,
workflow : {
type : foureye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 100,
max : 1000,
workflow : {
type : sixeye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 1000,
max : 10000,
workflow : {
type : tree ,
flow : {
condition : OR ,
completed : false,
flow : [
{
role : A ,
count : 1,
completed : false
},
{
role : B ,
count : 2,
completed : false
},
{
role : D ,
count : 1,
completed : false
},
]
},
{
completed : false,
flow : [
{
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
}
]
}
}
}
]
}
]
}
In the OD_USER_FUNCTION_MB table, update the administrators' details to enable request approval. A sample entry is provided as follows:
APPTABLE COLUMN
VALUES
OD_GCIF CTSTUD2014ENTL OD_USER_NO
FUN201407010004
APPLICATION_ID CTSTUDIO OD_
PRODFUNCTION_CODE
APPROVE OD_
TRANPRODUCT_CODE CTSTUDIO OD_SUB_PROD_CODE PUBLISHER OD_ACC_NO READONLY OD_
FLGTRANS_MAX_AMT 0 OD_ACC_GRP_CODE (NULL) OD_ CRT
USER_ROLE
CTSTUD2014ENTL
201407010004
CTSTUDIO
APPROVE
CTSTUDIO
PUBLISHER
READONLY
0
(NULL)ROLLBACK_FLAG (NULL) CRITERIA_TYPE READONLY USER_ROLE ALL
For the full set of information on Request ApprovalNote
refer the following pages:To roll back the request approval workflow,
- Approving Components
- Initiating Requests
- Approving Requests
- Rejecting Requests
- Re-submission of Rejected Requests
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.
- Design the form, based on the necessary requirements. The following screen shot showcases a sample form with the Form Id, NEW_BENEFICIARY_FORM.
- Click Save to save the form.
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.
Approving Requests
The approval of requests rests with the Administrator, who should either approve or reject the request, which was initiated by the user. To approve the requests, perform the following steps:
- Log in to Canvas Studio as an administrator.
The home page of Canvas Studio appears.
- Click Request Approval on the left navigation pane.
The Activity Summary page with Saved, Pending, Processed and Rejected tabs appears as shown in the following screen shot. The Saved tab comprises of saved requests, while Pending, Processed and Rejected denote pending, approved and rejected requests respectively.
The Request Name drop-down lists the type of requests. Administrators can use the Request Name drop-down to filter the requests pending for approval.
- Click the Pending tab to view the pending requests.
- Hover the mouse on the right side of the pending request to view the Approve/Reject options. Click Approve/Reject to proceed further.
The Edit Form page appears.
- To preview the form, click Preview icon.
A new window appears. The three channels of desktop, tablet and mobile are displayed.
- Click the channels icons ( ) to preview the form in the respective channels.
- Click Approve icon to approve the form.
- A message box, indicating the approval of form changes, appears. Click Ok.
A confirmation message, indicating a valid approval of the request appears.
- For the requests involving components like templates, the data appears in read-only mode, as shown in the following screen shot:
- To approve the request, click Approve.
A message box appears.
- Type your comments in the Approval Comments text field and click Submit.
A confirmation message, indicating a valid approval of the request appears.
- Click Ok.
Rejecting Requests
To reject requests, perform the following steps:
- To reject a request, click Reject icon.
- A message box, indicating the rejection of form changes, appears. Click Ok.
A confirmation message, indicating a successful rejection of the request appears.
- For the requests involving components like templates, the data appears in read-only mode, as shown in the following screen shot:
- To reject the request, click Reject.
A message box appears.
- Type the reasons for rejection in Reject Reason text field and click Submit.
A confirmation message, indicating a successful rejection of the request appears.
- Click Ok.
Re-submission of Rejected Requests
To view or re-submit a rejected request, perform the following steps in Canvas Studio.
- Log in to Canvas Studio as a user, so as to view or re-submit the rejected request.
The home page of Canvas Studio appears.
- On the home page of Canvas Studio, click Request Approval.
The Rejected tab displays the rejected requests.
- Click the Rejected tab under the segment of Activity Summary.
The workflow process paves the way for the users to edit or delete the rejected request.
- Hover the mouse on the right side of the rejected request and you will find the options of Edit and Delete. Click Edit option to edit the form. To delete the form, click Delete.
The Edit Form page appears.
- Make the necessary changes to your form, as per the requirements or in accordance with the instructions, provided by the Administrator. Click Save, once you have made the necessary changes to the form.
A confirmation message, indicating a successful initiation of the request, appears.
- Click Ok.
the values of the EVAL_CONDITION, TYPE and AUTH_FLOW columns must be modified in order to nullify the request approval workflow process. Therefore, it is necessary to specify the appropriate entries for the respective columns In the CT_REQ_MDLR_AUTHFLOW table in the Canvas schema, as shown in the following table:
TABLE COLUMN
VALUES
GCIF CTSTUD2014ENTL FLOW_CTRL_ID
004
PRODUCT
CTSTUDIO
SUB_PRODUCT
PUBLISHER
CHANNEL_ID
3
APPLICATION_ID
CTSTUDIO
DEFAULT_IND
Y
EVAL_CONDITION
{"condition" : true}
EVAL_ORDER
1
STOP_PROCESS_IND
FALSE
RESPECT_HIER_IND
FALSE
TYPE
noauth
AUTH_FLOW
{"authflow":[{"tier":[{"type":"number","min":10,"max":100,"workflow":{"type":"none","flow":{"completed":true}}}]}]}
For the full set of information on Request Approval workflow, refer the following pages: