Troubleshoot Issues with External Roles

dspCompose™ generates a spreadsheet with request data and sends it to a user designated as an external contact for an External Data role. The user updates the spreadsheet and mails it to an external data email account configured in dspCompose™.

To troubleshoot issues with sending data to and receiving data from an External Data role, use the Roles (Execute) page.

To troubleshoot issues with sending spreadsheets to External Data roles:

  1. Select Configuration > Roles (Execute) on the Navigation pane.

    NOTE: Only ROLE IDs from External Data role types display.

    NOTE: The value in the REQUEST ID field on the Request page identifies the request.

  2. Click the Process External Role icon for a request.

NOTE: dspCompose™ generates a spreadsheet and sends it to the user designated as the external contact for the External Data role. The user receives an email and a notification that the spreadsheet is available. When the process is complete, the STATUS updates to EmailSent.

To troubleshoot issues with processing spreadsheets sent from External Data roles:

  1. Select Configuration > Roles (Execute) on the Navigation pane.

    NOTE: Only ROLE IDs from External Data role types display.

    NOTE: The value in the REQUEST ID field on the Request page identifies the request.

  2. Click the Process Inbound File icon for a request.

NOTE: If the External Data role has sent a spreadsheet to the external data email account, dspCompose™ will process the spreadsheet and finish the role, then notify the next role in the workflow.

Refer to Use External Data Roles in Request Processing for more information.