Workflow Configurations

Overview

In Workflow Configurations, you can modify settings related to submission and approval processes.

Configuring Submission and Approval Settings

Click the ⚙️ button at the top-right of the Approval Rules page to open the Workflow Configurations modal.

Activating the Reference Feature

Enable the "Activate Review Step to Collaborate with Others" toggle.

• This setting determines whether to allow specifying references when submitting a workflow request.

• When the toggle is on, a Specify Reference button will appear in the approval rules section of the request creation screen.

• When the toggle is off, the button will be removed. (Existing references will remain visible and can still be reviewed.)

Allowing Post-Approval 

Activate the "Allow Users to Submit Requests in Urgent Mode" toggle.

• This setting determines whether to allow post-approval mode (Urgent Mode) when submitting a workflow request.

• When the toggle is on, post-approval toggles will appear in the following areas:

  • Approval Rules : Creating and modifying approval rules

  • Submit Request : Approval rules section in the request creation screen

• When the toggle is off, post-approval toggles will no longer appear in these areas. However, previously submitted requests in post-approval mode will remain and can still be processed.

Sending Slack DM Notifications 

Activate the "Workflow Notifications via Slack Direct Message" toggle.

• This setting determines whether to send notifications via Slack DM to users designated as approvers.

• When the toggle is on, a Bot User OAuth Token field will appear. Enter the Bot User OAuth Token from the Slack App you want to integrate and save the changes.

• When the toggle is off, the field will be hidden. (If reactivated before saving, previously entered information will be retained.)

Activating Approval/Rejection in Slack 

Activate the "Allow Users to Approve or Reject on Slack" toggle.

• When the toggle is on, a Reject or Approve button will be added to the received Slack DM.

  • After entering the reason, you can easily process the request by pressing the button.

For more information on Slack DM notifications, refer to the Using Slack DM Notifications document.

Q. How do I integrate Slack if QueryPie is installed on an internal network?

A. In this case, a proxy server is needed to mediate communication between QueryPie and Slack. If you are using Okta Workflow services, refer to [Internal Network] Forward Slack DM Workflow Results for setup instructions.

Enabling Throttling for SQL Requests

• When this toggle is on, throttling will be applied to SQL requests submitted in the workflow, helping to prevent database load from large queries.

• Maximum concurrent queries : Maximum number of queries that can be executed in succession (1 to 999,999)

• Query throttle interval : Interval between consecutive query executions (1 to 9,999 ms)