Create an approval flow for an entity - spectrum_platform - 23.1

spectrum-inline
Product type
Software
Portfolio
Enrich
Integrate
Locate
Verify
Product family
Spectrum
Product
Spectrum > Geo Addressing > Enterprise Tax
Spectrum > GeoEnrichment
Spectrum > Quality > Context Graph
Spectrum > Quality > Spectrum Quality
Spectrum > Spatial > Spectrum Spatial
Spectrum > Web Services
Spectrum > Dataflow Designer
Spectrum > Discovery
Spectrum > Quality > Addressing
Spectrum > Spectrum Platform
Spectrum > Data Integration
Version
23.1
Language
English
Product name
Precisely Spectrum
Title
spectrum-inline
First publish date
2007
Last edition
2023-06-02
Last publish date
2023-06-02T09:54:39.526000
The entity creation in Discovery follows a defined approval flow. The approval flow specifies:
  • The levels of approval needed
  • Roles for the various approval levels
  • Days in which each approver in a specified level should revert with changes or approval
  1. On Spectrum Management Console main menu, click Resources > Approval Flows.
    The Approval Flows page is displayed that shows categories of approval flows you can define.
  2. Click to toggle the Enabled switch for Discovery.Business Glossary Entity to ON.
    This enables the flow you are going to define. This flow will be applicable to all glossaries.
    The Approval Flow window prompts whether to define approval levels.
  3. Click Yes to define approval levels.
    This displays the Edit Approval Flow page. It shows that the Entity type is Metadata Insights.Business Glossary Entity.
  4. To add an approval level, click the Add Approval Level button .
    This adds a row to the table.
  5. Enter these approval flow details:
    Field Description
    Level Defines the approval level.

    1 denotes the first level of approval; 2, Second level of approval; and 3, Third level of approval.
    Roles Select the role that will act as the approver for this level. For example, if the level is 1, the selected role will act as the first level approver for all the glossary entities.
    Note: The roles displayed here are the ones the administrator has defined for glossary entities using the Spectrum Management Console System > Security > Roles option.
    User From the drop down list, select the default user for this approval level.
    Note: It is particularly useful in BSM, where records are allocated to a specific user rather than all mapped users of a role.
    Days to Approve Select the days within which an approver has to approve or suggest edits to the entity.
  6. To add additional levels of approval, repeat steps 4 through 5.
  7. Click Save.
    The approval flow is saved and the number of levels shows on the Approval Flows page. In the future, you can click its entry in the Type column to edit the approval flow.