How to Submit a Workflow for SQL Export Requests

Overview

Follow the steps below to submit an SQL Export Request. This allows you to request permission to export data from a specific DB connection for which you do not have access rights. After approval, the executor can perform the data export once and download the results.

Submitting an SQL Export Request

STEP 1 Access the SQL Export Request page through the following paths:

• Workflow > Submit Request > SQL Export Request

STEP 2 Select approval rules and assign approvers.

• Approval Rule: Choose an approval rule from the list created by the administrator in General > Approval Rules.
  • Approval rules determine who must approve the request. If the rule specifies approvers, they will be automatically assigned.
• Approver: Use the + button to add approvers at each stage of the approval workflow.
  • A single assignee can complete the approval request: Any one approver in a group can approve the request.
  • All assignees must approve this request: All assigned approvers must approve the request for it to proceed.

STEP 3 After entering all details, click the Submit button to send the request for approval.

• Title: Enter the title of the request.
• Connection: Select the target connection for which you are requesting SQL execution. Only connections you have access to can be selected.
• Database: Choose the database within the selected connection from which the data will be exported.
• Content Type: Select the method for querying the data to be downloaded.
  • Query Result: Write the query directly under the Queries section of the request page. Up to 10 queries can be written and exported.
  • Table: Export the entire selected table.
• Target Date: Select the desired execution date for the query (default is the current date).
• Due Date: Set the expiration date for the export (default is the request date).
• Reason for Request: Provide a reason for requesting SQL export permissions.

Approving an SQL Export Request

STEP 1 Assigned approvers can navigate to Workflow > Received Requests > To Do to view pending requests.

STEP 2 Open the details page for the request and click the Approve button to complete the approval process.

Downloading Approved Data

STEP 1 The requester can go to Workflow > Executions > To Do to view pending executions.

STEP 2 Open the request, review its details, and click the Execute button in the top-right corner to run the query.

STEP 3 In the Export Option modal, set the export options, then click Export.

• The result (success or failure) will be displayed under the Results tab in the details page.
• You can review the history of the requests you have downloaded under Workflow > Executions > Done.