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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
- In the Tasks section of the form, press
- From the drop-down menu choose Analysis Task
- In the Analysis Task Details form that pops up:
- Enter the Name:
Run Customer Summary by Region - Press Apply
- Go to the Streams Analysis Models section
- Open the model
Introduction to Modelling - Find the stream
Customer Summary by Region
- Enter the Name:
- Press
- Find the stream
Customer Summary by Regionand drag it into the list of streams to be run by the task - Press
- 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:
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