🤓 Who can do this? You will need to be an admin user in Atlan to enable, create, and manage governance workflows.
Once you have created governance workflows, you can manage and modify your workflows and monitor requests from the Governance workflows dashboard.
Manage governance workflows
To manage governance workflows:
- From the left menu of any screen in Atlan, click Governance.
- Under the Governance heading of the Governance center, click Governance workflows.
- From the Overview tab, you can view the following:
- In the Activity section, monitor governance workflows by status and type.
- In the Requests section, monitor requests on assets within the scope of your workflows. The default date range for requests is set to 14 days. You can also view requests for the last 7, 30, or 45 days, or a custom date range of your choice.
- In the Workflows section, view the governance workflows you created or recently viewed.
- Change to the Definitions tab to modify your workflows:
- Filter your existing workflows by Published, Draft, or Disabled status.
- To edit a workflow, click the name of your workflow and edit it.
- To disable a workflow, hover over a workflow and then click the horizontal 3-dot icon. From the dropdown, click Disable workflow to disable it.
- Change to the Monitor tab to view all requests on governed assets:
- Filter requests on governed assets by Open, Approved, Rejected, or Archived status.
- Click the Request by filter to filter requests from specific users.
- Click any request to track the progress on that request and view the governance trail in detail. You can also view all other requests on a specific workflow.