Manage Request Forms

Private preview: The Marketplace app is available to select accounts. Contact your Immuta representative for details.

Data product managers are able to create and manage request forms.

Create a new request form

Requirement: Immuta permission GOVERNANCE or Manage Data Product in a domain

With the UI

From the Marketplace app,

1. Navigate to the Request forms page.

2. Click New request form.

3. Enter the form name, which is how data product owners can add it to their own data product.

4. Enter one or more request questions for the data consumer to answer:

   1. Enter a question and select the answer format in the dropdown.

   2. Use the switch to dictate if the question is required.

   3. Click the + icon to add more questions.

5. Navigate to the Review flow tab.

6. Choose if you would like to require approval for access to this data product:

   • Yes: When the user requests access, in addition to acknowledging the data use agreement and answering the required question, they will need to be approved by one of the approvers. Approvers must have the global GOVERNANCE or domain-specific Manage Data Products permission.

   • No: When the user requests access, they will be automatically approved once they acknowledge the data use agreement and answer any question required for access. Enter the reason users do not need approval.

7. Add a data use agreement (optional). Use the default data use agreement or Create new +. The data use agreement is what the data consumer must agree to when requesting access to your data product.

8. Click Save.

Edit a request form

Requirement: Immuta permission GOVERNANCE or

Editing a request form will impact any data products currently using it. However, pending or completed requests will not be retroactively impacted; they will continue to show the request form as it was when the request or approval was made.

With the UI

From the Marketplace app,

1. Navigate to the Request forms page.
2. Click on the name of the request form you want to edit.

3. Make the changes you want.

4. Click Save.

Delete a request form

Requirement: Immuta permission GOVERNANCE or

A request form can only be deleted if it is not currently in use in any data product.

With the UI

From the Marketplace app,

1. Navigate to the Request forms page.
2. Click the name of the request for you want to delete.

3. Click Delete.