This block only works in combination with a “global Search” or a “exists related record” Block, because it could transform the results of these blocks to a html list you could include in E-Mails or into a PDFMaker Template.
The configuration is easy.
| Records are in Module | Here you must select the same modules, like you did in he “global Search” or “exists related record” |
| Environment ID | Here you must enter the same ID, like you did in he “global Search” or “exists related record” |
At least add fields you want to have in the list. Different to other field selects, you could add a value “Link to the Record”, which should be self-explaining.
You get in the configuration window the code you could add into a PDFMaker Template.
There are one additional limitations for this. This code only works during this workflow execution. (The Template didn't work externally or in other workflows, without a “generate recordlist” block)