I have a record type customers and their orders . For every customer i have multiple orders. Every 7 days , we need to send a reports of all the open orders to each customer via mail
There is no UI form to trigger this . This should be a scheduled job .
How to design a process model for this .what nodes / smart services to use.
I am new to appian .Please help
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1. Configure a start timer event on your process model to auto-trigger at required time.
2. Use queryRecordType to get your list of customers from the record by applying a filter for open orders (Orders may be a record relationship).
3. Iterate through the list of customers and send emails using the Send email smart service.
Since you're new to Appian, I'd suggest reading up on all the topics mentioned in bold so you can learn more about them and then implement the given flow.