Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation process search criteria.
Worker (#of Swimlane: 1)
Data Aggregator
Person in charge of tabulating estimates.
Business Flow (Complexity of Workflow: 11)
2Execution Instructions
If the operator wishes to perform the process at any given time, they can direct the implementation of the process.
4Set Title
The workflow platform sets the execution date in the subject.
8Get Quotation Data
The workflow infrastructure retrieves the quotation process data via API.Match the filter ID to the search condition list prepared in advance.
10TSV Aggregation
The workflow platform aggregates the acquired data (estimated amount).Match the column ID of the field to the search condition list prepared in advance.
12Delete unnecessary columns in TSV
The workflow platform deletes unnecessary data columns when sending by email.The sort order matches the search condition list prepared in advance.
11HTML email creation
The workflow platform processes data so that it can be sent via HTML email.
Business Process Variables (#of Data Item: 6)
Acquired TSVsq_tsv0
Stores the acquired quotation data TSV.
Number of Quotationsq_count1
Stores data on the number of acquired quotations.
Summary TSVq_summaryTsv2
Stores the results of aggregating the quote data TSV.
Quote Totalq_total3
Stores the monetary aggregate of the acquired quotation data.
TSV After Conversion for Email (unnecessary columns deleted)q_convertedTsv5
Stores the quote data TSV with unnecessary columns removed for email.
This archive contains the BPMN icons that are not available in the Basic edition.
Notes
It is necessary to create a search condition list (saved search conditions) for the target quotation process in advance. For information on saving search conditions, see this page.
It is necessary to adjust the Filter ID for TSV acquisition, the Column ID of Aggregate-Key field in “TSV Aggregation”, and the New Column Order in “Delete unnecessary columns in TSV” according to the list of search conditions you have prepared.
Arrangement Tips
This app can be used to aggregate process data from various apps by changing the conditions in the search condition list.
