In this section, we look at how to create a view which requires authorizationauthorisation to be published; we will use the view folder/same sub-folder we enabled the view approval setting for , for this process<link a word from this line to previous section/pg>.
Note
Note:
These steps are normally performed by a user who is a view
creator (what exactly do we call it in yellowfin?)
administrator or creator. It is assumed that this user does not have the
authorization
authorisation to grant approval for the views.
Click on the create/plus icon
Note: Depending on the layout chosen by your administrator, you might be missing this icon. Instead, click on the Create button located at the top-left of your screen <<confirm if this is true>>
Then select View
Select a data source from the new popup window
In the second step, select your preferred view type (in our example, we will choose the most-used type, multiple tables). Click here for more information on all these types and how to continue with each. Then based on the above selection, fill the rest of the type related fields
Click on the Edit View button (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 <<link to prev. confluence page.>>)
Drag two tables to the canvas
Click on the edit table properties/settings icon of a table and select columns to include from the database table
Repeat the above step for the second table
Click on the join table/relationship icon on a table to make the joining popup window appear
Create a joining rule by selecting a column from one of the tables, then choosing an operator for this rule and finally selecting a column from the other table; then click on Add
You can create more rules this way; Once done, click on the Save & Close button
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
Create and prepare a view. (See Creating a View for more information on how to do this.)
After creating the models and preparing the data, click on
the
Publish
button
Image Added
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
, requires approval
has the view approval setting enabled, a new Approval Required field will appear
In this textbox, you
, along with a shield icon
Image Added
You must add a message regarding the view approval that will be sent to the approver
You can
click on the Add tags link
use add tags to connect tags to your view
Finally, click on the Request Approval button
Your view has been created and sent for approval.
Any content you create related to this view
It will only be published if it gets approved by the
