Hello Everyone,
I am relatively new to Alteryx and am currently trying to solve the issue of automating emails through a given set of criterias. I know I can possibly write an IF statement and the email tool, but a colleague pointed out that while it can work, it can be extremely inefficient. Right now we are testing certain criteria, and collecting data on if they pass or fail, if they fail we flag them with a Test ID, and email them manually. We have their email and test ID in the outcome of the workflow. What I am proposing is that we create literature to send to them depending on the test we fail, but have it automatically triggered by the Test IDs. I have illustrated what I believe would be the way this happens.
Our starting data set is in Table 1, then through a trigger/formula/etc. it pulls the corresponding text for the test(s) in Table 2 and it adds it to an email in the Outbound Emails table. I've attached the picture below. What would be the best approach to get to this point? I am open to all and any suggestions, also open to learning a new tool/language if needed. I would greatly appreciate any feedback and direction on what tools can make this possible. Thanks!
