Email Template for Report: Getting the right variables

Which IIQ version are you inquiring about?

8.4

Share all details about your problem, including any error messages you may have received.

*I am trying to create a custom EmailTemplate to be used when generating Reports. The goal is to send a report to a specific user requesting the user to review and sign-off.
In the Email Template it would be nice to have the Report Name, the reports attached, and the user that generated the report.
I am having issue in getting the variables to return the desired values. Is it not possible?

Thank you.*

@alourenco You can definitely pass the arguments to your email template and use them inside the template. Could you please share your email template to understand what have you done so far?

@neel193 thank you for your quick reply!

This is what I have built. The !$ownerName variable passes the name value, but other variables are empty. Here is the template.

<?xml version='1.0' encoding='UTF-8'?>
<!DOCTYPE EmailTemplate PUBLIC "sailpoint.dtd" "sailpoint.dtd">
<EmailTemplate created="1785859223099" id="0a0348a49f8f1837819fcd812e3b5566" name="Custom Report Signoff Notification">
  <Body>
Dear $!ownerName,

The report "$!taskName" has completed execution and requires your review and formal sign-off.

Details:
--------------------------------------------------------------------------------
Report Name:     $!taskName
Result Instance: $!taskResultName
Executed By:     $!launcher
Status:          $!completionStatus
--------------------------------------------------------------------------------

Please log in to SailPoint IIQ and check your Work Item inbox to review and sign off on this report.


Thank you.
  </Body>
  <Description>
    Email template for requesting user review and sign-off on a completed report.
  </Description>
  <Signature>
    <Inputs>
      <Argument name="taskName" type="string">
        <Description>The name of the report task definition.</Description>
      </Argument>
      <Argument name="taskResultName" type="string">
        <Description>The name of the task result execution instance.</Description>
      </Argument>
      <Argument name="launcher" type="string">
        <Description>The display name of the user who executed the report.</Description>
      </Argument>
      <Argument name="completionStatus" type="string">
        <Description>The completion status of the report run.</Description>
      </Argument>
      <Argument name="ownerName" type="string">
        <Description>The display name of the identity assigned to sign off.</Description>
      </Argument>
    </Inputs>
  </Signature>
  <Subject>Action Required: Review and Sign-Off Requested for $taskName</Subject>
</EmailTemplate>

Just a quick note that I am starting my journey with SailPoint IIQ :slight_smile:

Hi @alourenco can you try this:
Dear $!owner.displayableName,

Result Instance: $!taskResult.name
Executed By: $!taskResult.launcher
Status: $!taskResult.completionStatus

Can you send your report column config from your report task definition?

Thank you @ryan_toornburg . I tried the ones you mention above, but same results as before, no value in the report.

Is this what you are asking for?

Hello Andre. Are you using Custom Report or OOTB Report for your Custom Email Template? Also @ryan_toornburg is asking to share the Report Column Config for your Report from the Debug page (Object name - Task Definition in Debug Page).