Creating a workflow for a report

If you are creating a workflow for a report, follow the instructions in this topic.

1. Select the Report name that will be run for the task
2. Select the time frame for which data should be collected for the report:
   • Synchronize with previous run (this is the default value)
   • Last 3 hours
   • Last 24 hours
   • Custom (relative)
   • Previous day
   • Last 7 days
   • Previous week
   • Last 30 days
3. Choose what to do with the report results:
   • Internal review: Create review tasks within Guardium Insights.
   • External review: Choose this to have Guardium Insights produce a CSV or PDF file of the report for distribution to external users.
   • Add to group: Choose a column from the report and a group. All unique column values will be added to the chosen group. For example, you might want to use classification scans to populate sensitive objects groups.
4. Click Next.
5. Set the Assignments for the report:
   1. Optional: Use the Instructions field to provide instructions to the recipient.
   2. Set a recipient for the task. If the recipient is a person, the person will receive a notification for the task. Select Recipient type.
   3. If you select Send notification to users or roles as the recipient type, you can then select a user (or users) to assign the task to - or choose a role (or roles) as an owner (in which case anyone who is assigned that role will be able to complete the task). You can also provide instructions to the user recipients in the optional Instructions field. Whoever you assign the task to will be responsible for signing off on that task.
      Tip: Assigning a role as task owner provides more flexibility. For example, if you assign a task to a person, but the person leaves your organization, you will need to update the scheduled job. However, if you assign it to a role, another person assigned to that role will automatically be able to complete the task.
   4. You can also select Distribution rule as the recipient. If you have already created one or more distribution lists, you can select the checkbox next to one or more of them to add them as recipient - or you can click Create a new distribution rule to create one (see Creating distribution rules for workflows to learn how to complete the wizard that opens).
      Note: The list of distribution lists only includes those that are conditional upon data points that are in the report that you choose for the workflow.
   5. If you want to add additional recipients, click Add another recipient type and the fields as you did when adding the first recipient.
   6. When you are done adding recipient types, click Next.
6. In the Reviewer actions page, set the manner in which the review will take place:
   • To create one task for the entire report, click Create one review task per entire report. Or, if you want to create a task for each row in the report, click Create one review task per row in the report.
   • Choose an existing Task response template or select Create response template to create a new response template.
   • Choose an existing Investigation link or select Create investigation link to create a new investigation link.
7. Click Save to create the report workflow.