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).