In this section, we look at how to create a view which requires authorization; we will use the view folder/sub-folder we enabled the approval setting for, for this process <link a word from this line to previous section/pg>
Note: These steps are normally performed by a user who is a view creator (what exactly do we call it in yellowfin?). It is assumed that this user does not have the authorization 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
After creating the models and preparing the data, click on the Publish button
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, a new Approval Required field will appear
In this textbox, you must add a message regarding the view that will be sent to the approver
You can click on the 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. Any content you create related to this view will only be published if it gets approved by the selected approver