Usage Examples

On this page I want to explain the building of some workflows.

1 - recordlist - create a defined List of Records you get daily in your mailbox

1. generate a Recordlist

This workflow will have 4 steps.

1. Search the records you want to list
2. define and generate the list
3. send the list by mail
4. setup Workflow planer

1. Search the records

add a “global Search” Block and configure your search conditions
set the “Environment Variable” to “recordlist”
(This could be every short and self-explaining string, but in this example I use “recordlist”)

2. define and generate the list

add a “generate recordlist” block
Select the same module like you did in “global search”
enter “recordlist” as Environment ID
Configure the columns of the list you want to get

3. send the email

create a “send mail” block and configure like you need
include ${ return wf_recordlist(“gefunden”); }}> to the mailtext to include the recordlist

4. setup Workflow planer

activate the workflow and set the execution trigger to “manually execution”
go to “Workflow Planer” in the navigation in main Workflow Designer Configuration page
add an Entry and select your Workflow
to get the mail daily, enter a “6” in the hour field
(You could configure every schedule like you need.)

That's it. Now you will get your record list every day.