Create/Edit Entitlement Review workflow template

Use the dialog to create a template of type Entitlement Review.

Table: Entitlement Review template options

Option

Description

Template Type

Describes the type of workflow that can be created using the template.

Name

Enter a logical name for the template.

Description

Enter a short description for the template. The description can state the kind of Entitlement Review workflow for which the template should be used.

Welcome Text

This text appears in a pop-up when the custodian first logs in to the Self-Service Portal. You can include the specific instructions for remediation in this field.

Portal Options

Select all or any of the check boxes to display additional information on the Self-Service Portal. Some of the options are explained below:

  • Show suggested owner - Displays information about the inferred owner in the path summary section on the portal node. The suggested owner is inferred on the basis of the global Workspace Data Owner Policy.

  • Show sensitive data information - Displays the number of sensitive files in a folder and the policies that they violate.

  • Show Groups Display the names of the directory service groups that a user is part of.

  • Include custom attributes of user - Displays custom attributes of a user in the portal. From the drop-down menu, select any of the custom attributes as per your requirements.

  • Show creator owner information - Flags a user who has permissions on the folder as the creator owner on the Self-Service Portal. The creator owner is the user who initially created the folder. By default, a creator owner has Full Control permission on the folder. Custodians can use the information to evaluate permissions assigned to the creator owner and take appropriate remediation actions, such as remove creator owner from a path.

    If the Show creator owner information check box is cleared, the custodians will only see the users and the permissions assigned to them on the Portal UI.

  • Allow delegation - Allows the reviewer to delegate the review task to another user.

Email Reminder

Select the frequency, day, time for sending email reminders to the custodians.

Customize Email

Do the following:

  1. Click to customize the email that is sent to custodians when a workflow is submitted for remediation.

  2. Insert the variable in the To, From, CC, and Subject fields.

  3. Add the ${workflow.link} variable in the body of the email to include the link to the portal in the request.

Note that the SMTP server settings must be configured to enable Data Insight to send an email.

More Information

About workflow templates

Managing workflow templates