Email output

Hi,

Earlier I have used the email tool to output an attachment like .csv, .xlsx files. Now I am trying to embed the output directly into the body of the email. For example my output includes customer info with 8 columns and want to insert that into the body of the email. I tried using Table, Layout tool by referring to articles but nothing seems to work and I'm not receiving any email to my inbox. Wanted to see if there is a way to do this instead of using an attachment? Thank you in advance

Output

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jrlindem

It does take a little configuration, but it's not too hard. I've attached a workflow to help illustrate, but you do need to use the Table Tool in the Reporting Tools to create the table into a one-row object. Then you can call for that table in your email.

Then you configure your email tool like this:

But make sure you only have one row of data feeding the email tool as it will email once per row of data!

Also make sure you update the SMTP address in the email tool.

Hope this gets you started, -Jay

jrlindem_example.yxmd

aparna0208

@jrlindem Thanks a lot for your inputs. I tried the exact same thing even before I posted my question but it didn't work. Even now I ran the sample workflow you provided and it worked and I received an email. The same thing when I try with my output it's not working and having the same issue where it runs fine on the server but not getting any email

jrlindem

@aparna0208

Interesting. I wonder if there's a "width" limitation that's being constrained by either Alteryx or your company's gateway....

Can you try and put a SELECT tool in front of the TABLE Tool and reduce the columns down to just a couple and then try again? You might need to run a similar experiment on the length of the table, meaning, reduce the number of rows and see if you can confirm or deny that you're being constrained by the data volume in columns and rows.

Otherwise, your issue might be in the data and how the table is being built by the Table tool.

See if you can isolate variables and test 'em out. Your last line of defense here, is to open a ticket to Alteryx, but I can't see why that should be necessary just yet...

-Jay

aparna0208

@jrlindem I tried everything like reducing columns/rows and variables but still no luck. Again the workflow example you provided works but my actual workflow runs but no email. I tried limiting it to two columns and 4 rows of data.

jrlindem

Can you provide screen shots of the Email Tool configuration (mask out your SMTP address)

aparna0208

jrlindem

Okay, pretty standard there. I'm avoiding asking you to upload parts of your workflow since the email tool often contains specific configuration... and in your case i'm guessing theres a lot going on upstream, but it might be useful if you can distill it down to the data that's feeding into the Table Tool and then attaching just those parts? The next area to review is the Table Tool configuration...

Obviously this is a little tricky to do over discussion board chat 😅

-Jay

aparna0208

I was just going to attach my Table configuration as well:)

jrlindem

@alexnajm / @abacon / @binu_acs

Take a look at this thread on the email tool. User seems to be able to run a basic example (I attached one) and they're saying it's working fine, but their own workflow, producing a table is not embedding and emailing.

Any ideas? -Jay

abacon

@aparna0208 Can you post your workflow? It will be easier to see what's different about the 2 and then go from there. If @jrlindem's workflow works but the main one doesn't, I feel like there is some small difference in the workflow we aren't catching. I could be wrong but that is where my first thought goes.

Bacon

alexnajm

@jrlindem & @aparna0208 it worked for me and I received the email! At this point I would check your Email settings...

jrlindem

@alexnajm

The author states that my example does run for them too... but their own workflow does not. Hoping at mine and @abacon's request the author will post theirs so we can dig in... Thanks for jumping in though too. -Jay

aparna0208

@jrlindem @jrlindem Attached is my actual workflow

Email_workflow.yxmd

jrlindem

@aparna0208

I just downloaded it, updated the SMTP and TO Email address and ran it....

Given that it's working on my end, I'm not sure how to help. Your configuration is just fine! I might recommend that you open a ticket to Alteryx at this point so they can review the logs and see if they can figure out why it won't work on your end.

-Jay

alexnajm

Same here @aparna0208 & @jrlindem

aparna0208

@alexnajm @jrlindem Interesting! Probably I'll try to open a ticket and see if I'm able to get any help on this. Thank you so much @jrlindem for patiently looking into this and for all your inputs and help:)

aparna0208

And also I think I figured out what the issue could be. So in the example I provided I modified the inputs and its all Text inputs. In my actual workflow I have bunch of different inputs like a SQL script, excel file and Alteryx Salesforce connectors. I ran the workflow that I attached here and it worked but when I change my inputs to the actual one then it's not working and I don't receive any email @jrlindem

jrlindem

I really don't feel like any of that should matter... unless there's some underlying error or warning that's prohibiting the workflow to run to completion. I would use containers and branches to see if you can isolate portions of the workflow and see if they do/don't initiate the email tool and see if you can narrow it down. Classic troubleshooting approaches.

Anyway, sorry we couldn't get you there more definitively. Good luck in your question to figuring it out! Cheers, -Jay

aparna0208

I tried this as well where I broke down my inputs by adding containers and turning it on and off. It's kind of weird where sql scripts and excel sheet inputs work fine but Salesforce connectors are the ones that's causing the issue and I don't get any email when I get that piece to run. I really don't know why connectors are not working but that's the issue here. @jrlindem

binu_acs

@aparna0208 I think your text might contain some non-printable characters, which might be causing the issue. Can you use the regex formula below on the Salesforce connector field before passing it to the Table tool to remove non-printable characters and try again? Also, change the data type of the fields to v-string using the select tool if they are not already

Regex_Replace([Field],[^ -~],'')

aparna0208

@alexnajm @jrlindem @binu_acs @abacon A big thank you to all for looking into this issue and providing inputs. Wanted to provide a quick update. Looks like this has something to do with Salesforce connectors and the only reason I was not getting any email. I did a small workaround where I run the connectors in a separate workflow and write to a .yxdb file and use that output in my workflow and now everything is working and I am receiving the email as expected.

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