Manage Approval Process

By default, NineData provides SQL approval processes in both development and production environments to ensure the security of databases. You can also customize approval processes based on your business needs.

Notes

• The creation of a new process must be based on an existing process.
• The default process provided by the system cannot be deleted but can be edited.
• In the edition, creating processes is not supported, while the edition has no such limitation.

Prerequisites

• You have created or joined an organization, and this organization has subscribed to either or . Please ensure that your annual or monthly subscription is still active. For more information, please refer to Manage Organizations.
• Your current account has switched to the target organization. For more information, please refer to Switching to an Organization.

• Your role in the organization is a .

No Specified Approver

A new switch has been added to the approval process page. When this switch is turned on, all work orders using the current approval process will not require a specific approver to be designated. Instead, all personnel with approval privileges will receive approval notifications. This feature is useful in scenarios where designated approvers are unable to process approvals promptly, leading to important tasks not being completed within the specified timeframe.

Create a Process

1. Log in to the NineData console.

2. In the left navigation pane, click >.

3. On the page, click the tab, and click in the upper-right corner.

   tip

   You can also click in the column to create a new process based on an existing process.

4. In the dialog box that appears, configure the following parameters and click .

   • : Select which process to use as the basis for the new process.
     tip

     If you arrived at this dialog box by clicking , this is already pre-selected.

   • : Enter a name for the new process, supporting 1~32 characters. To facilitate future searches and management, please use a meaningful name as much as possible.
     tip

     If you arrived at this dialog box by clicking , this is already filled in.

   • (optional): Enter a description for the new process, supporting 1~64 characters.

5. The console will automatically redirect to the page, where you can edit approval processes for various tasks. The feature at the top of the page allows users to submit work orders without manually selecting an approver. Instead, all personnel with approval privileges will receive approval notifications.

   The approval processes are categorized into several major types, including , , , , and . You can switch between these categories by clicking on the corresponding tabs. Clicking on the Edit button next to the target approval process allows you to enter the editing page. The general parameters are explained below.

   Parameter	Description
   	Choose whether to allow users to submit the approval process. : Allows users to advance the approval process to the next level. : Blocks the user's approval process, preventing further advancement.
   	When is set to , you can choose whether to enable the approval process. Turned on: Approval processes submitted by users must undergo manual approval. Turned off: Users do not need manual approval; the approval process proceeds directly.
   	When the switch is on, click the button to add an approval node. Clicking the button multiple times adds multiple approval nodes. Enter the name of the approval node in the left text box and select the approver for that node on the right. Click the icon next to the approval node to delete it.

Edit a Process

1. Log in to the NineData console.
2. In the left navigation pane, click >.
3. On the page, click the tab, and then click the target .
4. The console will switch to the page, where you can edit the approval process when various rule levels are triggered.

Delete a Process

1. Log in to the NineData console.

2. In the left navigation pane, click > .

3. On the page, click the tab.

4. Click on the process to be deleted, and on the page, click at the upper right corner.

   tip

   You can also click in the column on the right side of the target process.

5. In the confirmation window that pops up, click .

   tip

   If the current process is already associated with an environment or data source, you need to select a new process for these resources in the window that pops up, and then click .

Associating Process with Environment

When an approval process is associated with an environment, it will overwrite the original process in the environment, and the new process will apply to all data sources under the environment.

1. Log in to the NineData console.
2. In the left navigation pane, click > .
3. On the tab, find the target environment name and click in the column on the right side.
4. In the window that pops up, select the that you need and click .

Associating Process with Data Source

When an approval process is associated with a data source, the data source will apply the new process instead of the process under the corresponding environment. Other data sources under the same environment are not affected.

1. Log in to the NineData console.

2. In the left navigation pane, click > .

3. Click the tab, find the target data source name, and click in the column on the right side.

   tip

   In the associated with the data source, the icon on the left indicates that has inherited the configuration in the environment.

4. In the pop-up window , uncheck the box on the left of under , and then select the you need, and click on .

   tip

   To restore the configured in the environment, simply reselect .

Linking Processes to Database Groups

Database groups are used for unified table changes across distributed databases. Once an approval process is linked to a database group, this group will use the specified process instead of the process set for the environment. Other data sources in the environment will not be affected.

1. Log in to the NineData Console.

2. In the left navigation bar, click > .

3. Click the tab, find the target database group name, and click in the column on its right side.

   In the linked to the database group, icons like on the left indicate inherited from the environment configuration.

4. In the pop-up window, uncheck the box to the left of under . Then select the desired and click .

   Rechecking will restore the configuration inherited from the environment.