Transform

Configure Subject and Body of the Workflow Notifications for Report Readiness

The standard workflow template can be updated to change the workflow notification email’s subject or body text.

NOTE: A user must be assigned as a recipient of the workflow to receive the workflow email. Refer to Assign a User as a Recipient of the Report Readiness Notification for more information.

To configure the subject and body of the workflow in Transform:

  1. Click the Objects icon on the Process Area Launch page.
  2. Click the Report Readiness Notification icon for an object.
  3. Click the Workflow Template icon on the Report Readiness Notification page's Page toolbar.
  4. Click Edit.

    View the field descriptions for the Workflow Template page

  5. Enter text in the Subject field.
  6. Enter text in the Body field.

    NOTE: The body of the Workflow Template can be modified as the user chooses. If they are present, the hash tags represent values that will be replaced by the platform. Available replacement values are #Wave#, #ProcessArea#, #Object#, and #Targets#. They will be replaced with values relevant to the context selected in the Context bar.

  7. Click Save.

NOTE: Return the Workflow Template to its default setting by clicking the Reset Workflow Template to Default icon on the Workflow Template page.