Manage Request Forms
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,
Navigate to the Request forms page.
Click New request form.
Enter the form name, which is how data product owners can add it to their own data product.
Enter one or more request questions for the data consumer to answer:
Enter a question and select the answer format in the dropdown.
Short answer: Enter a question that the requester must answer with their own text response.
Dropdown: Enter a question and the options for the dropdown. A requester must answer the question with a single dropdown option.
Checkboxes: Enter a question and the options for the checkboxes. A requester may answer the question with multiple checkbox options.
Access duration: The question and options will be pre-populated. A requester must answer the question with a time range.
Use the switch to dictate if the question is required. Access duration is always required if included.
Click the + icon to add more questions.
Navigate to the Review flow tab.
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 data stewards.
Choose the Immuta source from the dropdowns that will dictate who is a data steward. If you include multiple sources, only one is required to allow the data steward to approve access. If you select a domain permission, the data steward must have that domain-specific permission for the domain the data product is built off of.
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.
If you included an access duration question, the users will automatically be given access for the duration of time they selected.
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.
Click Save.
With the API
Ensure you set the correct global segment and use a Marketplace-specific personal access token (PAT) when using the Marketplace API. See the Marketplace API docs for additional guidance or to download the OpenAPI YAML for your own client generation.
Edit a request form
Requirement: Immuta permission GOVERNANCE
or
With the UI
From the Marketplace app,
Navigate to the Request forms page.
Click on the name of the request form you want to edit.
Make the changes you want.
Click Save.
With the API
Ensure you set the correct global segment and use a Marketplace-specific personal access token (PAT) when using the Marketplace API. See the Marketplace API docs for additional guidance or to download the OpenAPI YAML for your own client generation.
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,
Navigate to the Request forms page.
Click the name of the request for you want to delete.
Click Delete.
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