Approval Step

Once the comparison is complete and the data set transitions to the Awaiting Approval state, a user needs to progress the data set to Apply Objects to trigger the Apply step. The following points describe steps a user may take during the approval step.

  • If the data set configuration for the Default State for Add and Change was set to Approved, then any migration object that is determined to be eligible for the Apply step will be in the Approved state. In this situation, a user may want to review the data set and its transactions and objects to see verify that the results make sense. At that time, the user is able to move an object to Needs Review or Rejected as appropriate.

  • If the data set configuration for the Default State for Add and Change was set to Needs Review for either option, then each migration object in the Needs Review state must be reviewed and the user must either Reject or Approve each object before moving to the Apply step.

  • If the data set configuration for the Default State for Add and Change was set to Rejected for either option, the assumption is that the rejected records don’t need to be reviewed. But if a user finds a rejected record that shouldn’t be rejected, it may be transitioned to Approved (or Needs Review) as appropriate.

A user has the option to mark one or more SQLs within a migration object to be suppressed. In this case, if the migration object is approved, then only the SQLs that are not marked as Suppressed will be applied. This option is useful when importing a record that has many child records. It may be that the user wants to only include a subset of the child records. This may be done by suppressing the child records that should not be included.

Once the user is comfortable with the data set's results and no more objects are in the Needs Review state, the user should transition the record to Apply Objects. This will initiate the Apply step.

Alternatively, if the Automatically Apply flag was set to Yes when creating the import record, the import data set will progress from Awaiting Approval to Apply Objects. Refer to Import Process Summary for more information.

Note: Refer to Maintaining Import Data for details about the pages provided to help the user review a data set and its transactions and objects to help in the approval step.
Note: A user can choose to cancel a data set at any time while it is in progress.