Zynk Workflow Documentation

This task will generate a report based on the success and/or fail files from other tasks and send it via email. The report shows which records have been successfully processed, and which records have not been processed due to an error.

Settings

SMTP Connection

Required
The SMTP Connection to send the emails from.  See the Connecting to an SMTP Server article here if you require more information on how to create/manage connections.

Bcc

Optional
The address to send a Bcc (blind carbon copy) of the email to. You can specify a list of email addresses if you would like to send the same email to multiple recipients. A list can be provided either as a comma separated list, or by chosing the ‘List’ data type and entering each address separately.

Cc

Optional
The address to send a Cc (carbon copy) of the email to. You can specify a list of email addresses if you would like to send the same email to multiple recipients. A list can be provided either as a comma separated list, or by chosing the ‘List’ data type and entering each address separately.

From

Required
The email address you are sending emails from e.g. me@mycompany.com

Report Settings

Required
The settings for generating the report. See below for more details.

To

Required
The address you are sending the email to. You can specify a list of email addresses if you would like to send the same email to multiple recipients. A list can be provided either as a comma separated list, or by chosing the ‘List’ data type and entering each address separately.

Zynk Settings

See Common Task Settings

Report Settings

To configure the report, click on the ellipsis (…) button on the ‘Report Settings’ setting. You will then see a window like the one below.

Integration Report Settings

  1. Enter a title for the report in the ‘Report Title’ box.
  2. If you want to report on the successful import of records, enter the success file(s) from the appropriate task into the ‘Success Files’ section. For each file, select the appropriate file format and data type from the drop down menu. If you can’t find your files format or data type, then the file type is not currently supported. You can customise the fields shown on the report by clicking the ‘Customise’ button.
  3. If you want to report on the records that failed to import, enter the fail file(s) from the appropriate task into the ‘Fail Files’ section. For each file, select the appropriate file format and data type from the drop down menu. If you can’t find your files format or data type, then the file type is not currently supported. You can customise the fields shown on the report by clicking the ‘Customise’ button.
  4. Once you have added all of the success/fail files you want to report on, click the ‘Ok’ button.

Examples

A sample report generated by the task is shown below.

Integration Report


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