Attachments and Summaries

A workflow email can contain an attachment in Excel 2007 or later (.xlsx) format that lists all the failed data records for each rule. Each worksheet displays data for one run, one rule and one table. Workflow emails with attachments are sent at the project distribution level. No emails are sent with attachments for all failed rules in a project.

A workflow email can also contain only a summary table listing the rules and number of failed records for each rule for a project distribution.

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.

Whether a user receives an attachment or a summary email (or no email) is set using the WORKFLOW OPTION setting on the Users page. Refer to Configure Workflow Options for more information.

The workflow emails also contain a link to the scorecard in Information Server for the associated rule(s). Refer to Access Scorecards for more information.

If the server or port name changes for the IS installation, use the Information Steward Settings tab on the Parameters page to enter the new information and update the project scorecard link. Refer to Update the Scorecard Link for more information.

NOTE: If a rule has no failed records, the rule does not display in workflow emails or in the Excel file attached to workflow emails.

NOTE: If a rule is bound to a single table on multiple fields, each binding will generate a spreadsheet to send as an attachment to users in the project distribution. The spreadsheet will contain data that failed the rule for each field-table combination.

NOTE: If a rule has no failed records, the rule does not display in workflow emails or in the Excel file attached to workflow emails.