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
+7
Hello
Please review the content below:
Export Lists to Exce
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,
Best,
Sunrise
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