How to manage requests

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Request changes to an asset

πŸ€“ Who can do this? Any non-guest user without edit access to an asset's metadata can request changes to an asset.

To request changes to an asset:

  1. Navigate to the asset you want to change. For example, use search or discovery to get there.
  2. Click on the part of the asset you want to change, as if you were making the change directly.
    • You'll see that you do not have permission and are instead suggesting a change.
  3. Instead of saving your change, Atlan will prompt you to submit it as a request.
πŸ’ͺ Did you know? The lock icon and slightly transparent text show that you do not have access to an asset.

Track your request(s)

For a specific asset

To track your requests for a specific asset:

  1. Navigate to the asset you want to track. For example, use search or discovery to get there.
  2. From the right navbar of the asset, click on the Request tab.
  3. (Optional) To the right of the Requests heading, change the drop down to All to see all requests you've made on the asset.
    • Pending requests are those still awaiting approval (or rejection).
    • Approved requests are those that someone has already accepted (and applied).
    • Rejected requests are those that someone has already declined (and will not be applied).

All your requests

To track all the requests you have raised, across all assets:

  1. Click the icon in the upper left of any page to navigate to the Atlan home screen.
  2. Scroll to the bottom of the screen to the My Requests card.
  3. (Optional) In the upper right of the card, change the drop down to narrow requests by status.
    • Pending requests are those still awaiting approval (or rejection).
    • Approved requests are those that someone has already accepted (and applied).
    • Rejected requests are those that someone has already declined (and will not be applied).
  4. (Optional) Hover over any pending request to see who can approve or reject it.

Approve or reject request(s)

πŸ€“ Who can do this? Any user with edit access to an asset's metadata can approve the request. This includes admin users, member users, and guest users.

For a specific asset

To approve or reject a request for a specific asset:

  1. Navigate to the asset you want to manage. For example, use search or discovery to get there.
  2. From the right navbar of the asset, click on the Request tab.
  3. (Optional) To the right of the Requests heading, change the drop-down to Pending to see open requests on the asset.
  4. Hover over any pending request to either approve or reject it:
    • Click the arrow next to Approve to approve the change with a comment, or click Approve to approve it without a comment.
    • Click the arrow next to Reject to reject the change with a comment, or click Reject to reject it without a comment.

All requests

πŸ€“ Who can do this? Currently only admin users have access to do see all requests.

To approve or reject requests against any asset:

  1. From the left menu of any screen, click Governance.
  2. Under the Governance heading, click Requests.
  3. In the Requests table, search or filter to see the requests you want to action.
  4. Hover over any pending request to either approve or reject it:
    • Click the arrow next to Approve to approve the change with a comment, or click Approve to approve it without a comment.
    • Click the arrow next to Reject to reject the change with a comment, or click Reject to reject it without a comment.

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