Instance ManagementAuthorization Workflow

Authorization Workflows Overview

Overview of the Authorization Workflows functionality.

Overview

This article provides information about the Authorization workflow, a control feature of Fynapse.

The Authorization 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 made 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 only. At each point, you can see the status of a particular request. Additionally, if you are the requestor of a request, you can withdraw it if it still has the Pending approval status.

If you want to use the Authorization workflow feature, please inform Aptitude Software Support who should be the Workflow Administrator via raising an ASD support ticket. This will allow us to assign the workflow_admin role to the dedicated user.

Enabling and Disabling the Authorization Workflow

The Authorization workflow functionality can be turned on or off by users having the workflow_admin role but you need to remember that turning it on and off changes the logic how the Accounting Rules Navigator 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 immediately after saving them without waiting for approval. Additionally, 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 on the Accounting Rules Navigator screen in any way.

By enabling the Authorization workflow, you will change the logic how the Accounting Rules Navigator is configured, i.e., any changes made in its configuration will not be automatically applied and visible after saving them, but will require prior approval of a user with proper permissions (that is, an approver).

  1. Go to Configuration > Authorization Workflow.
  2. Click the Edit button.
  3. Select the Workflow for Accounting Rules Navigator checkbox.
  4. Click the Save button to enable the workflow, or the Cancel button to discard the change.

If you disable the Authorization workflow, then Fynapse will revert to the previous logic for applying changes in the Accounting Rules Navigator immediately after saving them without waiting for approval.

  1. Go to Configuration > Authorization Workflow.
  2. Click the Edit button.
  3. Clear the Workflow for Accounting Rules Navigator checkbox.

    If you disable the Authorization workflow, all submitted requests with the Pending approval status will be canceled, their status will change to Canceled, and the changes will not be saved on the Accounting Rules Navigator screen.

  4. Click the Save button to disable the workflow, or the Cancel button to discard the change.

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