Configure Workflow Templates at the Parameter Level

Workflow emails are sent to users that contain reports about data that failed IS rules. 

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.

The types of templates for workflows that can be configured at the parameter level are:

  • A generic template for attachment emails set at the parameter level
  • A generic template set for summary emails at the parameter level

NOTE: Templates for attachment emails can also be added at the project or project distribution levels. A template for summary emails can only be set at the parameter 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.

The workflow template a user receives depends on whether that user belongs to a  project distribution that has a template assigned. If a template is configured at the project distribution  level, all users in the project distribution will receive emails based on the project distribution template. If a template is not configured at the project distribution level, but is configured at the project level, users in the project distribution will receive emails based on the project template.

To configure generic workflow templates at the parameter level:

  1. Select Information Steward Accelerator >Configuration > Parameters in the Navigation pane.

  2. Click the Attachment Settings tab.

  3. Click Attachment Workflow Translation.

  4. Click Edit.

    View the field descriptions for the Workflow Template page.

  5. Select the language that will be used for the email message that includes an attachment from the LANGUAGE ID field. Refer to Create Language-specific Workflow Email Templates for more information.

    NOTE: Users can access the information on the report through an attachment, a summary, or links depending on the user’s workflow attachment options.  Refer to Configure Workflow Options for more information.

  6. Update the text that will appear in the subject of the email as needed in the SUBJECT field.

    NOTE: A value preceded and followed by # is a dynamic substitution value for replacement at run time. For example, the #NAME# field will be replaced with the user name of the user receiving the workflow email. The available replacements for Summary emails are #CURRENTDATE#, #NAME#, #SUMMARYTABLE#, though only #CURRENTDATE# and #NAME# are available for Summary email subject lines.  The available replacements for Attachment emails are #PROJECT#, #DISTRIBUTION#, #CURRENTDATE#, #NAME#, #OWNERNAME#, #OWNERPHONE#, #OWNEREMAIL#, #SUMMARYTABLE#, #SCORECARDLINK#, though only #PROJECT# and #DISTRIBUTION# are available for Attachment email subject lines.

  7. Update the text that will appear in the body of the email as needed in the BODY field.

    NOTE: A value preceded and followed by # is a dynamic substitution value for replacement at run time. For example, the #NAME# field will be replaced with the user name of the user receiving the workflow email.

  8. Click Save.

  9. Click the Back button on the browser to return to the Parameters page.

  10. Click the Summary Settings tab.

  11. NOTE: Users can access the information on the report through an attachment,a summary or links depending on the user’s workflow attachment options.  Refer to Configure Workflow Options for more information.

  12. Click Summary Workflow Translation.

  13. Click Edit.

    View the field descriptions for the Workflow Template page.

  14. Select the language that will be used for the email message that contains a summary from the LANGUAGE ID field. Refer to Create Language-specific Workflow Email Templates for more information..

  15. Update the text that will appear in the subject of the email as needed in the SUBJECT field.

    NOTE: A value preceded and followed by # is a dynamic substitution value for replacement at run time. For example, the #NAME# field will be replaced with the user name of the user receiving the workflow email.

  16. Update the text that will appear in the body of the email as needed in the BODY field.

    NOTE: A value preceded and followed by # is a dynamic substitution value for replacement at run time. For example, the #NAME# field will be replaced with the user name of the user receiving the workflow email.

  17. Click Save.