Configure Workflow Templates
Workflow emails are sent to users that contain information about data that failed IS rules. The information can be accessed through:
An attachment to the email in the form of an Excel file
A summary email with a table listing the rules and number of failed records for each rule for a project distribution
An email with a link to the information in the ISA and a link to the scorecard in IS to view the progress of error resolution.
Refer to Attachments and Summaries for more information.
A user’s workflow options set the type of email each user will receive. Refer to Configure Workflow Options for more information.
The types of templates for workflows that can be configured are:
- A generic template for attachment emails set at the parameter level
- A generic template set for summary emails at the parameter level
- A template for attachment emails at the project level
- A template for attachment emails at the project distribution level
NOTE: Summary workflows are sent at the user level only. Summary emails will not be sent to all users in a project distribution, unless all users in that project distribution have selected to receive summaries as a workflow option.
NOTE: Workflow email templates can be configured at the parameter, project, or project distribution level to allow emails to be customized for all users in the ISA, all users in a project, or all users in a project distribution.
NOTE: When the ISA applies templates, a user’s project distribution-level template is applied by default. If no project distribution-level template exists, the project template is applied. If no project-level template exists, the parameter-level template is applied to the user’s workflow template.
NOTE: If the templates at the parameter, project distribution and project level are deleted (an unlikely scenario), a template is installed with the platform that can be used. This template’s language is English and the language cannot be changed (i.e., the template cannot be translated).
Was this article helpful?
Sorry about that.
Why wasn't this helpful? (check all that apply)
Thanks for your feedback.
Want to tell us more?
Send an email to our authors to leave your feedback.
Great!
Thanks for your feedback.