dspCompose

External Request Scenarios and External Data Roles

A user assigned to an External Data role receives a spreadsheet with columns for adding (or in the case of validation failures, updating) request data. Using an External Data Role can streamline request data entry: the user does not have to log in to dspCompose™, but instead works in a spreadsheet that contains only the required columns. When the spreadsheet is submitted, it has to pass basic validations to reduce errors and processing time.

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

External Data roles can be used with external request scenarios.

If the External Data role is the first role in the template, the External Data role will receive an email with a blank Excel file attached when the request for the external request scenario is created. At this point, the External Data role enters data in the Excel file and sends it to the external data email account configured for dspCompose™. Refer to Complete the Spreadsheet as an External Data Role for more information.

External Data roles can also be used with external request scenarios that create Excel-initiated requests with one exception: An External Data role cannot be the first role in the scenario’s associated template.