Instance ManagementApproval Workflows

Approval Workflows Overview

Understanding Approval Workflows in Fynapse

Overview

This article provides information about the Approval Workflow, a control feature of Fynapse.

Operating under Feature Flag

The Approval Workflow functionality allows you to set up a mechanism that does not allow to apply any changes to the configuration without reviewing and consequently approving or rejecting them. This means that any changes done to the configuration will be applied and visible in Fynapse only after approving them by users with proper permissions. This functionality can be used for Accounting Rules Navigator, Finance Data Service (uploading data files via the Uploads screen), Chart of Accounts, and Adjustment Portal. The functionality is made of two separate screens:

  • Approval Workflows that you use to configure a multilevel approval workflow for a selected product area
  • Approval Requests that you use to:
    • Track requests with configuration changes
    • Approve requests
    • Reject requests

To use the Approval Workflow functionality, you need to:

  1. Enable the feature flag
  2. Create the workflow configuration for the product area.

If you enable the Workflow feature flag but do not create the workflow configuration via the Approval Workflows screen, you will not be able to use the Approval Workflow functionality.

Enabling and Disabling the Approval Workflows

The Approval Workflow functionality is released under the feature flag that can be enabled and disabled but you need to remember that turning it on and off changes the logic how the Accounting Rules Navigator, Chart of Accounts as well as uploading data files via Finance Data Service and Adjustment Portal is configured, i.e.:

  • Once turned on, changes made in the configuration will be submitted for review (to be approved or rejected) before being published in Fynapse
  • Once turned off, Fynapse will revert to the previous logic for applying changes, that is:
    • Saving them without waiting for approval for Accounting Rules Navigator and Chart of Accounts
    • Uploading data files via Finance Data Service and Adjustment Portal and submitting them for approval must be done by different users
    • All submitted requests that have the Pending approval status will be canceled, and their status will be changed to Canceled and the changes will not be saved in any way
    • All created workflow configurations will be deactivated.

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