Examine Settings

Overview

Guandata BI Form Entry supports single-level approval and can be used to strictly control manual data entry behavior. If users want submitted data to be reviewed and approved before it is written to storage or used in production, they can enable the Approval capability in Form Entry. This feature supports both simple approval and third-party approval integration.

User Guide

Configure Simple Approval

In the Form Designer, switch to the Examine Settings tab, select Enable Approval Records, and choose Approval. After enabling, when users add, modify, or delete (including batch operations) the current form data, the approval workflow is triggered. The default approver is the form owner, and the data is stored in the database only after the approval is passed.

If you need the submitter to explain the reason for this application, you can select Enable Application Reason. After selection, an application reason input field is displayed when submitting data; if Application Reason Required is also selected, the submitter must fill in the application reason before submitting for approval.

After configuration is complete, click the Save button in the upper-right corner to save the examine settings.

When a user submits data, the submitter receives a message and can go to App Launcher > Approval Center to view the current approval progress.

The form owner receives an approval notification and can process the item from the Approval Center.

Configure Third-Party Approval

The interaction flow for third-party approval is shown below:

In Form Design, switch to Examine Settings, select Enable Approval Records, and change the mode to Third-Party Approval.

Guandata BI pushes the approval ID to the customer-defined webhook endpoint.

Note

Customers need to define and develop their own interface to receive webhook messages and create approval requests. If the target approval system is DingTalk, WeCom, Feishu, or another system, a middleware conversion interface is usually required to convert the format and push it into the third-party approval workflow.

Submit Approval and Revoke Interface, Webhook

Request Method: POST

Request URL: customer-defined, for example http://127.0.0.1/approve/submitApproval/:approvalCode

Note: approvalCode is the approval flow code for the third-party approval submission and is required.

Parameter Description

Parameter	Meaning	Location	Type	Required	Notes
token	token	header	String	Yes	Base64 of application_token_approvalId_timestamp

Request and Response Example

Request

{
  "approvalId": "aaa",
  "approvalStatus": "PENDING",
  "approvalReason": "Reason for request"
}

Response

{
  "result": "ok",
  "response": "third-party approval id"
}

Approval Result Callback Interface, Provided for Third-Party Callback

Request Method: POST

Request URL: /public-api/approval/callback

Note: the callback should pass back the token used in the submission request.

Request and Response Example

Request

{
  "token": "kaeba59789ad9480abbdebc3",
  "approvalId": "id82415dd966244e1b354632",
  "approvalUserId": "wjl",
  "approvalUserName": "wangjialin",
  "approvalComment": "approved via webhook",
  "approvalStatus": "AGREE"
}

Response

{
  "result": "ok"
}

Failure Example

{
  "result": "fail",
  "response": null,
  "error": {
    "status": 1012,
    "message": "Failure reason",
    "detail": {
      "notifyType": 1
    }
  }
}

Approval Details, for Add, Delete, and Update in Form Entry

Request Method: GET

Request URL: /public-api/approval/:approvalId/detail

Parameter Description

Parameter	Meaning	Location	Type	Required	Notes
token	token	header	String	Yes	application token

Request and Response Example

Response

{
  "result": "ok",
  "response": {
    "data": [
      [
        {
          "fdId": "9c788570-8840-4464-b346-36a4dcbaa932",
          "value": [
            "2014-09-18 02:46:29"
          ]
        }
      ]
    ],
    "columns": [
      {
        "fdId": "9c788570-8840-4464-b346-36a4dcbaa932",
        "name": "Time",
        "type": "STRING",
        "build-in": false
      }
    ]
  }
}

Approval Detail Download, for Import Scenarios

Request Method: GET

Request URL: /public-api/approval/:approvalId/downloadImportFile

Parameter Description

Parameter	Meaning	Location	Type	Required	Notes
token	token	header	String	Yes	application token

Response

Returns a file stream that downloads as an Excel file.

After the customer-side approval is completed, the approval result is returned to Guandata BI and BI completes the actual write operation.

Note

Third-party approval messages are not shown inside BI. Users need to check approval progress in the third-party approval system.

View Pending Approval Information

After submitting data, form submitters can go to App Launcher > Approval Center to view the approval status of submitted items.

Under Submitted by Me > Pending Approval, the current user can view all submitted approval items and the current processor. Clicking Details shows the submitted data.

Note

Data submitted in Subtable and Matrix Table controls cannot be viewed in the Approval Center.

View Approval Results

After a form submitter submits data, the form owner can go to App Launcher > Approval Center > Assigned to Me > Pending to review all unprocessed approval items. Approvers can perform the following operations:

• Approve: the create, update, or delete operation takes effect immediately.
• Reject: the approver must enter a rejection reason. After submission, the data is retained for 30 days by default. The submitter can view the rejection reason and rejected data under Submitted by Me > Processed.
• Other operations:
  • For single-item approvals, clicking Details shows the approval details and supports viewing image content.
  • For imported data, clicking Download downloads the batch import Excel file.

After the approver finishes processing, the submitter receives a notification of the approval result.