Multiple pdf attachment base on condition

mhtomines

Hi All,

I'm having a challenge in my workflow, I want to attach multiple pdf files base on a condition.

Here is my data looks like:

MGR	No	Program	Subject	A Attachment	B Attachment
AAA	F99	CCC	Account 55555555	55555555 A attachment	None
WWW	555	STRATIS	Account 22222222	None	22222222 B attachment
PPP	FFF	CCC	New Account 77777777 / 99999999 / 11111111	77777777 A attachment	77777777 B attachment
PPP	FFF	CCC	New Account 77777777 / 99999999 / 11111111	99999999 A attachment	99999999 B attachment
PPP	FFF	CCC	New Account 77777777 / 99999999 / 11111111	11111111 A attachment	11111111 B attachment

1. I want alteryx to flag if the attachment for "A attachment" or "B Attachment" is not available.

2. I want alteryx to combine the email body if  subject, MGR, No and Program is the same and attach "A attachment" and "B Attachment" is one email and same recipient.

Thank you in advance!!

OTrieger

@mhtomines 

How to attach multiple attachments is already  covered here https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Email-Batch-Macro-With-Varying-of-Attachments/m-p/77505#M26970 

Now for the 2 points. By using Formula tool you can create Flags that indicating if both files are attached or not, and then use Filter tool to removes these lines and output them out by email as a file as a comment on the Server that these items do not have 2 attachments.

For point 2, you can use Summarize Tool. Group the data based on MGR, No, Program and Subject and Concatenate A Attachment and A Attachment. You will end up with 1 line per your requirements.