In this section, we look at how to create a view which requires authorisation to be published; we will use the same sub-folder we enabled the view approval setting for for this process.
Note
These steps are normally performed by a user who is a view administrator or creator. It is assumed that this user does not have the authorisation to grant approval for the views.
Click on Yellowfin's create icon (the yellow add button on the top-right)
Info
Depending on the layout chosen by your system administrator, you might be missing this icon. Instead, click on the Create button located at the top-left of your screen.
Then select View
Choose a data source from the new popup window
In the second step, select your preferred view type (in our example, we will choose the recommended type, 'multiple tables'). Click here for more information on all these types.
Then based on the above selection, fill the rest of the type related fields
Use the Edit View button to continue. (Note: Based on our multiple tables selection, this is the button in this popup window)
Once you get to the View Builder page, start adding tables to your view and creating relationships between them. (Click here to learn more about creating views through this builder)
Once you are done adding tables and joining them, click on the Prepare button to view the data that will be included in your view. (See Prepare for more information on this)
After creating the models and preparing the data, click on Publish
Add details of this new view in the Save View popup window
Give your view a name and add a description of it
Select the folder for your view
If the folder you have selected has the view approval setting enabled, a new Approval Required field will appear, along with a shield icon
You must add a message regarding the view approval that will be sent to the approver
You can click on the use add tags link to connect tags to your view
Finally, click on the Request Approval button
Your view has been created and sent for approval. It will only be published if it gets approved by the appointed approver