Dashboard Approval Flow with Workbench Integration

Dashboard Approval Flow with Workbench Integration

1. Introduction

This functionality lets you create a flow with Workbench Integration and allows you to set approval mechanism for the dashboards.

You can assign/delegate the task of approval for dashboard to the user. User can then take actions of -Approve/Reject/Investigate based on the dashboard. This lets you define the governance layer for the production dashboards.

The Dashboard Approval Side Pane is displayed when a user is assigned an approval task through the Approve Node in the Workbench by the owner. An email notification is sent to the user, containing the approval link. When the user clicks the URL from the email, they are redirected to the dashboard with the approval side pane.

2. Accessing the Approval Side Pane

This screen is only visible to the user to whom the approval task is assigned. This is done by the workbench owner to seek the dashboard approval, and it is configured as below:

1.       Create workbench

2.       The dashboard owner creates an approval flow in workbench via the Approve Node.


.

3.       Run the workbench.

4.       An automated email is sent to the assigned approver and emails added in CC, BCC with a link of the dashboard and detailing out the dashboard details and approval details as defined in the approval node configuration. Note that this link is only accessible to the user from which approval is sought. The email format is as shown as below:




 5.       Clicking the link redirects the user to the dashboard screen in approve mode.

6.       The Approval Side Pane appears on the right side of the dashboard, displaying approval options.


3. Approval Side Pane Options

The side pane provides the following actions for users to manage approval tasks:


3.1 Approve

Clicking 'Approve' confirms that the dashboard is validated and ready. The approval is logged in the workflow system, and the dashboard moves to the next stage.

3.2 Reject

Clicking 'Reject' indicates that the dashboard does not meet the expected requirements. The rejection is recorded, and the workflow returns to the owner for necessary corrections.

3.3 Investigate

The 'Investigate' option allows the approver to flag the dashboard for further review. This can be used when additional clarification or validation is needed before making a decision.

3.4 Reassign

The 'Reassign Task' dropdown enables the approver to delegate the approval task to another user. The new approver receives an email notification with the updated approval link.

3.5 Comment

The 'Comments' section allows the approver to add notes or feedback regarding the dashboard. Comments are stored in the workflow system and visible to the dashboard owner.

4. Email Notification Details

When the approval task is created, the system sends an email notification containing:
- Task Title
- Assigned By (Owner)
- Workflow Details
- Priority Level (High/Medium/Low)
- Due Date
- Assigned On Date

5. Summary

The Approval Side Pane ensures a streamlined review process for dashboards. It provides clear actions (Approve, Reject, Investigate, Reassign, and Comment) that allow approvers to efficiently manage approvals directly within the dashboard workflow.

 

Notes

·         Approval screen options are visible to user from which approval is sought.

·         Approval dashboard link of the dashboard will not be accessible for the dashboard on which approval action is taken.

·         Approval dashboard and respective workbench should be present in the same project. Any changes done in the parents may impact the approval flow.

·         User gets notified again once the set time limit is over for the pending approval actions.

·         Respective approval actions taken are reflected on workbench Approve node level (Node success if ‘Approve’ action is taken, failed status of node if ‘Reject’ action is taken.)

 

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