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- In the repository browser find Task Plans
- Right click on the heading Task Plans and select Add Task Plan
- In the task plan details form:
- Enter the Name:
Run Customer Details Model
- Tick the flag Enabled
- Press - Apply
- In the Tasks section of the form, press
- From the drop-down menu choose Analysis Task
- In the PhixFlow opens a new Analysis Task Details form that pops up: form on the left of the task plan form.
- Enter the Name:
Run Customer Summary by Region
- Press Press Apply
- Go to the Analysis Models section
- Open the model
Introduction to Modelling
- Find the stream
Customer Summary by Region
Press - Show the list of Streams - Enter the Name:
- Streams section and press Show the list of Streams
- On the right, PhixFlow displays the list of streams in the repository
- Find the stream
Customer Summary by Region
and drag it into the list of streams
to be run by the task- in the form.
- Press to save and close the Analysis Task Details form
- in the form.
- Enter the Name:
- In the main task plan details form go to the Send By Email tab
- Enter the following:
- Email from:
system@PhixFlow.com
- Subject Expression:
- Email from:
...
- Go to the Notification section
- Drag the user
Train
(the user you are currently logged in as) into the list of recipients
- Drag the user
- In the main task plan details form press
- Right-click on your task plan and select Start
- You will receive another email from the export of the customer summary, and an email with the status of the task plan run
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