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工作流 2:生成报告#

在这个工作流中,您将合并来自不同来源的数据、转换二进制数据、生成文件并发送相关通知。最终的工作流应该如下图所示:

用于聚合数据和生成文件的工作流 2
用于聚合数据和生成文件的工作流 2

为了简化操作,我们将这个工作流分为三个部分。

第一部分:从不同来源获取数据#

工作流的第一部分包含五个节点:

工作流1:从不同来源获取数据
工作流1:从不同来源获取数据
  1. 使用 HTTP Request 节点 从存储公司数据的 API 端点获取数据。配置以下节点参数:

    • Method: Get
    • URL: 注册本课程时邮件中收到的数据集 URL
    • Authentication: Generic Credential Type
      • Generic Auth Type: Header Auth
      • Credentials for Header Auth: 注册本课程时邮件中收到的 Header Auth 名称和 Header Auth 值
    • Send Headers: 切换为 true
      • Specify Headers: 选择 Using Fields Below
      • Name: unique_id
      • Value: 注册本课程时邮件中收到的唯一 ID
  2. 使用 Airtable 节点 列出 customers 表中的数据(您已更新了 regionsubregion 字段)。

  3. 使用 Merge 节点 根据 customerID 字段匹配,合并来自 Airtable 和 HTTP Request 节点的数据。
  4. 使用 Sort 节点orderPrice 降序排序数据。

测验问题

  • 分配给客户1的员工姓名是什么?
  • 客户2的订单状态是什么?
  • 最高订单金额是多少?

第二部分:生成区域销售文件#

工作流的第二部分包含四个节点:

工作流2:生成区域销售文件
工作流2:生成区域销售文件
  1. 使用 If 节点 过滤仅显示来自 Americas 地区的订单。
  2. 使用 Convert to File 将传入数据从 JSON 格式转换为二进制格式。将每个项目转换为单独的文件。(如果能根据 orderID 命名每个报告可获得加分!)
  3. 使用 Gmail 节点(或其他电子邮件节点)通过电子邮件将文件发送到您可访问的地址。注意需要添加一个带有 data 属性的附件。
  4. 使用 Discord 节点 在 n8n Discord 频道 #course-level-two 中发送消息。在节点中配置以下参数:
    • Webhook URL: 注册本课程时通过电子邮件收到的 Discord URL。
    • Text: "我使用电子邮件发送了带有标签 ID {label ID} 的文件。我的 ID:"后跟注册课程时通过电子邮件发送给您的唯一 ID。
      注意需要用引用节点数据的表达式替换花括号 {} 中的文本。

测验问题

  • 有多少订单被分配到 Americas 地区?
  • Americas 地区订单的总价是多少?
  • Write Binary File 节点返回了多少个项目?

第三部分:生成总销售额文件#

工作流的第三部分包含五个节点:

工作流3:生成总销售额文件
工作流3:生成总销售额文件
  1. 使用 Loop Over Items 节点 将 Item Lists 节点的数据分割成每批5条记录。
  2. 使用 Set 节点 设置四个值,这些值通过表达式从前一个节点引用:customerEmailcustomerRegioncustomerSinceorderPrice
  3. 使用 Date & Time 节点customerSince 字段的日期格式改为 MM/DD/YYYY 格式。
    • 设置 Include Input Fields 选项以保持所有数据在一起。
  4. 使用 Convert to File 节点 创建一个 CSV 电子表格,文件名设置为表达式:{{$runIndex > 0 ? 'file_low_orders':'file_high_orders'}}
  5. 使用 Discord 节点 在 n8n Discord 频道 #course-level-two 中发送消息。在节点中配置以下参数:
    • Webhook URL: 注册本课程时收到的电子邮件中的 Discord URL。
    • Text: "我创建了电子表格 {file name}。我的ID:" 后跟注册课程时通过电子邮件收到的唯一ID。
      注意需要用表达式替换 {file name},该表达式引用前一个 Convert to File 节点 的数据。

测验问题

  • 第一批项目中最低的订单价格是多少?
  • 客户7的格式化日期是什么?
  • Convert to File 节点 返回了多少个项目?
显示解决方案

要检查节点的配置,您可以复制下面的 JSON 工作流代码并将其粘贴到您的编辑器界面中:

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{
"meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7"
},
"nodes": [
    {
    "parameters": {
        "sendTo": "bart@n8n.io",
        "subject": "Your TPS Reports",
        "emailType": "text",
        "message": "Please find your TPS report attached.",
        "options": {
        "attachmentsUi": {
            "attachmentsBinary": [
            {}
            ]
        }
        }
    },
    "id": "d889eb42-8b34-4718-b961-38c8e7839ea6",
    "name": "Gmail",
    "type": "n8n-nodes-base.gmail",
    "typeVersion": 2.1,
    "position": [
        2100,
        500
    ],
    "credentials": {
        "gmailOAuth2": {
        "id": "HFesCcFcn1NW81yu",
        "name": "Gmail account 7"
        }
    }
    },
    {
    "parameters": {},
    "id": "c0236456-40be-4f8f-a730-e56cb62b7b5c",
    "name": "When clicking \"Execute workflow\"",
    "type": "n8n-nodes-base.manualTrigger",
    "typeVersion": 1,
    "position": [
        780,
        600
    ]
    },
    {
    "parameters": {
        "url": "https://internal.users.n8n.cloud/webhook/level2-erp",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "sendHeaders": true,
        "headerParameters": {
        "parameters": [
            {
            "name": "unique_id",
            "value": "recFIcD6UlSyxaVMQ"
            }
        ]
        },
        "options": {}
    },
    "id": "cc106fa0-6630-4c84-aea4-a4c7a3c149e9",
    "name": "HTTP Request",
    "type": "n8n-nodes-base.httpRequest",
    "typeVersion": 4.1,
    "position": [
        1000,
        500
    ],
    "credentials": {
        "httpHeaderAuth": {
        "id": "qeHdJdqqqaTC69cm",
        "name": "Course L2 Credentials"
        }
    }
    },
    {
    "parameters": {
        "operation": "search",
        "base": {
        "__rl": true,
        "value": "apprtKkVasbQDbFa1",
        "mode": "list",
        "cachedResultName": "All your base",
        "cachedResultUrl": "https://airtable.com/apprtKkVasbQDbFa1"
        },
        "table": {
        "__rl": true,
        "value": "tblInZ7jeNdlUOvxZ",
        "mode": "list",
        "cachedResultName": "Course L2, Workflow 1",
        "cachedResultUrl": "https://airtable.com/apprtKkVasbQDbFa1/tblInZ7jeNdlUOvxZ"
        },
        "options": {}
    },
    "id": "e5ae1927-b531-401c-9cb2-ecf1f2836ba6",
    "name": "Airtable",
    "type": "n8n-nodes-base.airtable",
    "typeVersion": 2,
    "position": [
        1000,
        700
    ],
    "credentials": {
        "airtableTokenApi": {
        "id": "MIplo6lY3AEsdf7L",
        "name": "Airtable Personal Access Token account 4"
        }
    }
    },
    {
    "parameters": {
        "mode": "combine",
        "mergeByFields": {
        "values": [
            {
            "field1": "customerID",
            "field2": "customerID"
            }
        ]
        },
        "options": {}
    },
    "id": "1cddc984-7fca-45e0-83b8-0c502cb4c78c",
    "name": "Merge",
    "type": "n8n-nodes-base.merge",
    "typeVersion": 2.1,
    "position": [
        1220,
        600
    ]
    },
    {
    "parameters": {
        "sortFieldsUi": {
        "sortField": [
            {
            "fieldName": "orderPrice",
            "order": "descending"
            }
        ]
        },
        "options": {}
    },
    "id": "2f55af2e-f69b-4f61-a9e5-c7eefaad93ba",
    "name": "Sort",
    "type": "n8n-nodes-base.sort",
    "typeVersion": 1,
    "position": [
        1440,
        600
    ]
    },
    {
    "parameters": {
        "conditions": {
        "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict"
        },
        "conditions": [
            {
            "id": "d3afe65c-7c80-4caa-9d1c-33c62fbc2197",
            "leftValue": "={{ $json.region }}",
            "rightValue": "Americas",
            "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
            }
            }
        ],
        "combinator": "and"
        },
        "options": {}
    },
    "id": "2ed874a9-5bcf-4cc9-9b52-ea503a562892",
    "name": "If",
    "type": "n8n-nodes-base.if",
    "typeVersion": 2,
    "position": [
        1660,
        500
    ]
    },
    {
    "parameters": {
        "operation": "toJson",
        "mode": "each",
        "options": {
        "fileName": "=report_orderID_{{ $('If').item.json.orderID }}.json"
        }
    },
    "id": "d93b4429-2200-4a84-8505-16266fedfccd",
    "name": "Convert to File",
    "type": "n8n-nodes-base.convertToFile",
    "typeVersion": 1.1,
    "position": [
        1880,
        500
    ]
    },
    {
    "parameters": {
        "authentication": "webhook",
        "content": "I sent the file using email with the label ID  and wrote the binary file {file name}. My ID: 123",
        "options": {}
    },
    "id": "26f43f2c-1422-40de-9f40-dd2d80926b1c",
    "name": "Discord",
    "type": "n8n-nodes-base.discord",
    "typeVersion": 2,
    "position": [
        2320,
        500
    ],
    "credentials": {
        "discordWebhookApi": {
        "id": "WEBrtPdoLrhlDYKr",
        "name": "L2 Course Discord Webhook account"
        }
    }
    },
    {
    "parameters": {
        "batchSize": 5,
        "options": {}
    },
    "id": "0fa1fbf6-fe77-4044-a445-c49a1db37dec",
    "name": "Loop Over Items",
    "type": "n8n-nodes-base.splitInBatches",
    "typeVersion": 3,
    "position": [
        1660,
        700
    ]
    },
    {
    "parameters": {
        "assignments": {
        "assignments": [
            {
            "id": "ce839b80-c50d-48f5-9a24-bb2df6fdd2ff",
            "name": "customerEmail",
            "value": "={{ $json.customerEmail }}",
            "type": "string"
            },
            {
            "id": "0c613366-3808-45a2-89cc-b34c7b9f3fb7",
            "name": "region",
            "value": "={{ $json.region }}",
            "type": "string"
            },
            {
            "id": "0f19a88c-deb0-4119-8965-06ed62a840b2",
            "name": "customerSince",
            "value": "={{ $json.customerSince }}",
            "type": "string"
            },
            {
            "id": "a7e890d6-86af-4839-b5df-d2a4efe923f7",
            "name": "orderPrice",
            "value": "={{ $json.orderPrice }}",
            "type": "number"
            }
        ]
        },
        "options": {}
    },
    "id": "09b8584c-4ead-4007-a6cd-edaa4669a757",
    "name": "Edit Fields",
    "type": "n8n-nodes-base.set",
    "typeVersion": 3.3,
    "position": [
        1880,
        700
    ]
    },
    {
    "parameters": {
        "operation": "formatDate",
        "date": "={{ $json.customerSince }}",
        "options": {
        "includeInputFields": true
        }
    },
    "id": "c96fae90-e080-48dd-9bff-3e4506aafb86",
    "name": "Date & Time",
    "type": "n8n-nodes-base.dateTime",
    "typeVersion": 2,
    "position": [
        2100,
        700
    ]
    },
    {
    "parameters": {
        "options": {
        "fileName": "={{$runIndex > 0 ? 'file_low_orders':'file_high_orders'}}"
        }
    },
    "id": "43dc8634-2f16-442b-a754-89f47c51c591",
    "name": "Convert to File1",
    "type": "n8n-nodes-base.convertToFile",
    "typeVersion": 1.1,
    "position": [
        2320,
        700
    ]
    },
    {
    "parameters": {
        "authentication": "webhook",
        "content": "I created the spreadsheet {file name}. My ID: 123",
        "options": {}
    },
    "id": "05da1c22-d1f6-4ea6-9102-f74f9ae2e9d3",
    "name": "Discord1",
    "type": "n8n-nodes-base.discord",
    "typeVersion": 2,
    "position": [
        2540,
        700
    ],
    "credentials": {
        "discordWebhookApi": {
        "id": "WEBrtPdoLrhlDYKr",
        "name": "L2 Course Discord Webhook account"
        }
    }
    }
],
"connections": {
    "Gmail": {
    "main": [
        [
        {
            "node": "Discord",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "When clicking \"Execute workflow\"": {
    "main": [
        [
        {
            "node": "HTTP Request",
            "type": "main",
            "index": 0
        },
        {
            "node": "Airtable",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "HTTP Request": {
    "main": [
        [
        {
            "node": "Merge",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Airtable": {
    "main": [
        [
        {
            "node": "Merge",
            "type": "main",
            "index": 1
        }
        ]
    ]
    },
    "Merge": {
    "main": [
        [
        {
            "node": "Sort",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Sort": {
    "main": [
        [
        {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
        },
        {
            "node": "If",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "If": {
    "main": [
        [
        {
            "node": "Convert to File",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Convert to File": {
    "main": [
        [
        {
            "node": "Gmail",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Loop Over Items": {
    "main": [
        null,
        [
        {
            "node": "Edit Fields",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Edit Fields": {
    "main": [
        [
        {
            "node": "Date & Time",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Date & Time": {
    "main": [
        [
        {
            "node": "Convert to File1",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Convert to File1": {
    "main": [
        [
        {
            "node": "Discord1",
            "type": "main",
            "index": 0
        }
        ]
    ]
    },
    "Discord1": {
    "main": [
        [
        {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
        }
        ]
    ]
    }
},
"pinData": {}
}