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Hi,

How can I export the contents of a smartobject after appying some filter to an excel or csv file and attach this excel file to an email?

The requirement is to then schedule this workflow.

Thanks,

Sreeja

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Hello @mansree2001 ,

Please review the content below:

Export Lists to Exce

https://help.k2.com/onlinehelp/K2Five/UserGuide/current/default.htm#Create/Views/ExportListsToExcel.htm

Import/Export Excel and CSV file types

https://community.k2.com/t5/K2-Appit-Articles/Import-Export-Excel-and-CSV-file-types/ta-p/94993

Exporting K2 SmartForms List View to Excel

https://www.youtube.com/watch?v=Q3mRz1ofJWg

Good day mansree2001

Please see the following too.

Send Email step: https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#K2-Workflow-Designer/Use/Toolbox/Basic/SendEmail/Send-Email.htm,

“Attaching a document to an email in the Send Email step”: https://community.k2.com/t5/How-To-Videos/Attaching-a-document-to-an-email-in-the-Send-Email-step/ta-p/107523,

Start a Workflow with a schedule: https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#K2-Workflow-Designer/Start/Schedule/Start-Schedule.htm,

Schedules: https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#K2-Management-Site/Workflow_Server/Schedules.htm.

Best,

Sunrise

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