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.
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 Editoption 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.