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December 28, 2022
Question

Send a report from a scheduled process

  • December 28, 2022
  • 2 replies
  • 0 views

I have a need to send 

All the open orders (orderid, total amount)  , in a word report document to email .This should be send once in a week

1. what activity i should use in process model for this

2. how to create a report with multiple order details dynamically 

Please help

2 replies

December 28, 2022

  • Set scheduler timing here. To trigger process weekly
  • In the send email node you have to set the scheduling
gopalk2865
Participating Frequently
December 28, 2022

HI Suresh,

For 1, Configure timer in your start even node based on your requirement.

2. Create an expression rule using queryprocessanalytics and get the required data and then using available plugins to export this data