Configure Workflow Templates at the Project Level

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

Workflow templates for attachment emails can be configured at the project level. Templates for summary emails can be configured at the parameter level only.

NOTE: For all template levels (parameter, project and project distribution),  do not configure multiple attachment templates in the same language for the same project.

Workflow email templates can be configured at the parameter or project distribution level as well.

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.

To configure a workflow template at the project level:

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

  2. Click the Workflow Template for a project.

  3. Click Edit.

    View the field descriptions for the Workflow Template page.

  4. Select the language that will be used for the email message 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.

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

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

  7. Click Save.