Email Help

Question

Hi Community

I have a employee attendance dataset where each column represent a week (25nov2024,2dec-2024 etc). attendance status is colour coded:

green:submitted

red: not submitted

I need to create a workflow:

1) identifies employees who have at least one red (not submitted)

2) sends an email to their managers with a message:

> you have missed submitting attendance for xyz week.

>if multiple weeks are missing:  then message should be you have missed submitting for 25nov2024,2-dec-2024 etc.

could someone guide me on how to structure this workflow. A sample workflow would be really helpful,

Thanks in advance

alteryx workflow help.xlsx

chuckleswk · Answer

1) you would just update the formula tool to reflect what you want in the body of the email. If you want the dates on the next line, it would look just like this:

'Hello ' + [Names] + ' You have missed submitting attendance for the following weeks: 
' + [Missing_Entries]

2) You would use a Table Tool to create the table you want, use the report tool to create the text you wanted above or below the report and then add the Table you created to the field. I have attached an example workflow with the updates.

Missing Entries.yxmd

OTrieger · Answer

@Navya08 
Potentially you should be able to do it with Python tool, however I never did it before. Python is able to recognize the different colours in excel. Try to google it or ask ChatGPT to create one for you.

Navya08 · Answer

Hi

two things i need assistance with-

1) in formula tool  where we have used you have missed submitting attendance for the following weeks: + [missing enteries]

is there any way if i do

hello + “ “ + [employee name] + you have missed submitting attendance for following week: [missing enteries]
can we have you have missed submitting line in the next line through email tool used.

2) In email tool , if we want to use a report format as well as use field in body [missed timesheet]
how can this be done?