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en:extensions:workflowdesigner:usage-example [2014/12/10 01:22] swarnat |
en:extensions:workflowdesigner:usage-example [2014/12/10 01:29] (current) swarnat |
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| 1 - recordlist - create a defined List of Records you get daily in your mailbox | 1 - recordlist - create a defined List of Records you get daily in your mailbox | ||
| - | ===== 1. Recordlist ===== | + | ===== 1. generate a Recordlist ===== |
| This workflow will have 4 steps. | This workflow will have 4 steps. | ||
| Line 13: | Line 13: | ||
| 3. send the list by mail | 3. send the list by mail | ||
| 4. setup Workflow planer | 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.** | ||