Create and Configure Email Attachment Workflow in Vince live

00:00: This tutorial guides you through creating and configuring a workflow with email

00:04: attachments in Vincelive.

00:06: Click "New Workflow" to begin creating a new workflow in Vincelive.

00:11: Click here to access additional workflow options.

00:14: Fill "workflow with email attachment" to name your new workflow.

00:19: Click "Next" to continue to the next configuration step.

00:24: Click here to open the configuration panel for your workflow.

00:28: Fill "tst" as the configuration code for this workflow.

00:32: Click "Move All to Target" to assign all items to the target folder.

00:37: Click "Next" to proceed with the workflow setup.

00:40: Click "Build a workflow from scratch" to start a custom workflow.

00:44: Click "Create" to finalize the creation of your new workflow.

00:48: Click here to open the details of the workflow named "workflow with email attachment".

00:54: Click "M3 API" to select the API integration for this workflow.

00:59: Click "Ok" to confirm the API selection.

01:02: Click here to access data source options for the workflow.

01:06: Click "Excel" to select Excel as the data source.

01:10: Click "Ok" to confirm the Excel data source selection.

01:13: Click here to open the email settings for the workflow.

01:17: Click "Email" to configure email notifications.

01:20: Click "Ok" to confirm the email settings.

01:24: Click "M3 API" to reopen the API integration settings.

01:29: Click here to access additional workflow options.

01:32: Click here to open advanced workflow settings.

01:36: Fill "mms200" as the program code for the workflow.

01:39: Click "Item toolbox interface" to select the toolbox interface.

01:44: Click here to access input fields for the workflow.

01:47: Fill "l" as an input parameter for the workflow.

01:52: Click "MMS200MI" to select the workflow module.

01:57: Click "Select program first" to prompt program selection.

02:01: Click "MMS200MI" again to confirm the module selection.

02:06: Click "List Item Basic Data by Item" to choose the data list.

02:10: Click "Select" to confirm the data list selection.

02:13: Click here to open client settings for the workflow.

02:17: Click "Client" to select the client option.

02:20: Click "Apply" to apply the client settings.

02:25: Click "Save" to save the current configuration.

02:28: Click "Excel" to select Excel as the output format.

02:32: Click "Outputs" to access output settings for the workflow.

02:36: Fill

02:36: "O" as an output parameter for the workflow.

02:39: Click here to open status settings for the workflow.

02:42: Click "StatusSTAT" to select the status field.

02:46: Click "ITNO"

02:46: to select the item number

02:47: field.

02:49: Click "NameITDS" to select the name field.

02:53: Click "MSG_COL" to select the message column.

02:56: Click "Product line" to select the product line.

03:00: Click "Save" to save the output settings.

03:03: Click "Email" to open the email configuration settings.

03:07: Click here to access the email recipients list.

03:12: Click here to open the email content settings.

03:15: Click here to access the email body content.

03:18: Fill "email attached" as the email subject line.

03:23: Click here to open the email message body editor.

03:32: Click "Save" to save the email configuration.

03:35: Click "Excel" to select Excel output

03:37: once more.

03:39: Click "Execute" to run

03:40: the configured workflow.

03:42: Click "Item number" to select the item

03:44: number field for execution.

03:52: Click "Execute" to start the workflow execution with the specified parameters.

03:57: You have successfully created and configured a workflow with email attachments in

04:01: Vincelive. The

04:02: workflow integrates API data, Excel outputs, and automated email notifications to

04:08: streamline your process.