View and Edit All Workflow Templates From One Page

View all workflow templates created at the parameter, project and project distribution level by selecting Information Steward Accelerator >Configuration > Edit Workflow Templates.

To edit a template:

  1. Click the Template icon for a template.

  2. Click Edit.

    View the field descriptions for the Workflow Template Detail page.

  3. 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.

  4. 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. 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.

  5. Click Save.