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”)