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

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

• 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”)

• 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

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

• 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.