Conditional email

Hello,

In my workflow I have a filter on the date, i.e., if the date in the 'Date' field matches with the criterion then we send out an email with the relevant data OR if there are no data points matching the criterion then the email body should read "No relevant data found".

Please note that I would like to send out only a single email.

How can this be done in Alteryx?

Thanks,

Abhinaba

dateTest.xlsx

dateTest.yxmd

Output

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Accepted answers

suli

Noticed a small issue in the workflow above.

The one below is more flexible.

dateTest.yxmd

suli

Hi,

Please find attached sample solution. There are 2 ways you can generate errors: with 'Test' tool or with 'Message' tool.

Solution steps are as follows:

1. Workflow Configuration

a. Runtime - Cancel Running workflow on error

b. Events - add 2 events

-email after succesful run (with attachment - Output File)

-email after run with errors (no attachment)

2. Use 'block until done' in order to ensure that first part of the flow (with test) will be run before attempt to save the file

a. if there is an error on expected record count, workflow will be cancelled (no attempt to write output file), and email with no attachment will be sent

b. If there is no error on record count, entire workflow will be executed and email with attachment will be sent.

Please let me know if you have any questions!

ps. once you set up your email make sure 'from' and 'to' fields are not the same

dateTest.yxzp

All comments

suli

Just use a normal filter with 2 outputs.

Sample workflow attached. Is it what you were looking for?

dateTest.yxmd

abhinabaroy09

Suli,

The workflow you proposed will trigger two emails. I only want one email to be sent out based on the record counts, i.e., if there are records send EMAIL1 with the data rows else send EMAIL2 with the message "No relevant data"

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