How to manage requests

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.

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.

Get notified on Slack

If your organization's Slack account is integrated with Atlan, you will receive Slack notifications when your requests are approved or rejected.

To receive Slack notifications on your requests:

• The email address used for Slack and Atlan should be the same, even if you haven't personally integrated the accounts.
• The Slack app should have been installed before August 12, 2022. If installed later, you'll need to update Slack.
• If different email addresses were used for Slack and Atlan, you'll first need to link your Slack account with Atlan.

Approve or reject request(s)

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 sidebar 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

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. (Optional) In the Requests table, click the search bar to search for requests to take action on or click the funnel icon to filter your requests:
   • Select Connection to filter by a specific connector, or drill down further by connection, database, or schema.
   • Select Status to filter by request status — pending, approved, or rejected.
   • Select Requestor to filter by specific users.
   • Select Tags to filter by tag update requests.
   • Select Request type to filter by type of metadata update requested — description, tag, certificate, term, or owner. 
   • Select Asset type to filter by specific asset types — tables, columns, queries, and more.
   • Select Raised in to filter by a predefined or custom data range.
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.

Use the requests widget

The requests widget brings together all your requests in one location to help you track, manage, and prioritize them more effectively. You can open the requests widget from anywhere in Atlan, find all the requests that need your attention and take action immediately, and view a summary of your requests and track their statuses.

Take action on requests

To take action on requests, from the requests widget:

1. From the top right of any screen in Atlan, click the Requests icon.
2. In the Requests dialog, under Needs attention, hover over or click any request to view actions.
3. From the request card, you can either:
   
   • To reject the update request, click Reject or click the downward arrow to the right and then click Reject with comment to add a comment as well.
   • To approve the update request, click Approve or click the downward arrow to the right and then click Approve with comment to add a comment as well.

Track your requests

To track your requests, from the requests widget:

1. From the top right of any screen in Atlan, click the Requests icon.
2. In the Requests dialog, click My requests to track all your requests.
3. To view your requests sorted by status, click Pending to view pending requests, Approved for approved requests, or Rejected for requests that have been rejected.