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. 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.

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