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Form Entry-Approval Settings

1. Overview

Guandata BI's Form Entry supports single-level approval, which can be used to strictly control manual data entry. If you want data to be reviewed by others before being stored or used in production, you can use the "Approval" feature. This feature provides integration with external approval systems and simple approval schemes, enhancing the ability to handle approval scenarios and reducing communication costs between front/middle/back ends.

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2. Usage Guide

2.1 Configure Guandata Single-Level Approval

In form design, switch to approval settings, check "Enable approval records", and save the form. Once enabled, any add, edit, or delete (including batch) operations on the form data will trigger the approval process. Only after the owner approves will the data be stored.

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When a user submits data, the submitter will receive a message and can click to go to the approval center to view the approval progress.

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The form owner will receive an approval message, indicating there is a pending approval, and can go to the approval center to process it.

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2.2 Configure Third-Party Approval

Third-party approval interaction flow:

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In form design, switch to approval settings, check "Enable approval records", and switch to "Third-Party Approval" mode.

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According to the webhook address configured by the customer, Guandata BI will push the approval id.

Note: Customers need to define and develop their own interface to receive webhook push information and create approval tasks. If the approval system is DingTalk/WeCom/Feishu, an intermediate interface is needed for format conversion and to push to the third-party system.

  • Third-Party Submit Approval API

Request method: POST

Request URL: Customer-defined (e.g., http://127.0.0.1/approve/submitApproval)

Request/response example:

{
  "approvalId": "o23b47f64df4e46f98acda3e" // Approval ID
}
{
  "thridApprovalId": "id" // Approval submitted successfully, returns a unique ID for tracking
}
  • Approval Detail API

Request method: GET

Request URL: /api/approval/detail

Request/response example:

{
  "approvalId": ""  // Approval ID
}
{
    "code": 0,
    "msg": "success",
    "data": {
        "approvalId": 0, // Approval Id
        "approvalStatus": 0, // Approval status
        "commitApprovalUserId":  "aaaaa", // Submit user
        "changeType": "UPDATE", // Change type
        "cTime":  "2023-01-01 22:22:22", // Create time
        "resourceId": "ddd", // Resource ID
        "resourceName": "Resource Name",  // Resource name
        "resourceType": "GUAN_FORM", // Resource type
        "content": ""  // Approval content
    }
}

After customer-side approval is complete, the result is sent back to Guandata BI, which completes the actual data storage.

  • Approval Result Callback API

Request method: POST

Request URL: /public-api/approval

{
  "approvalId": "aaaa", // Approval Id
  "approvalStatus": "1",
  "approvalUser": "Approver"
}
{
    "code": 0,
    "msg": "success",
    "data": true
}

Note: Third-party approval messages are not displayed in BI; users must check approval progress in the third-party system.

2.3 View Pending Approval Information

After submitting data, the form filler can go to "App Grid > Approval Center" to view the approval status of submitted data.

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In "My Submissions > Pending Approval", users can view all their approval content and current handler. Click "Details" to view the submitted data.

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Note: Data in sub-tables and matrix tables cannot be viewed in the approval center after submission.

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2.4 View Approval Results

After submission, the form owner can go to "App Grid > Approval Center > My Approvals > Pending" to view all unapproved items. Approvers can:

  • Approve: The data is immediately written/modified/deleted.
  • Reject: The user must fill in a rejection reason. After submission, the data is kept for 30 days. Submitters can view the reason and rejected data in "My Submissions > Processed".
  • Other operations:
    • For single approval data, click "Details" to view approval details, including images.
    • For imported data, click "Download" to download the batch import Excel.

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After approval is processed, the submitter will receive a message notification with the result.

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