Email Tool in Workflow

Hi Community,

I got help with creating an Event, thank you Community

but I'm still struggling with how to use the email tool to send an automated email once my WF completes, also I'd like to insert into the file name the "run date" Like "Safety-Stock 03-Feb-21"

See sample of my workflow, and the email tool, I just can't get my head around it, sorry I know your all probably shaking your heads but I appreciate your help & patience he😊re. 😀

Attaching sample data / workflow.

TIA

Karl

XXPAS.xlsx

Email How too.yxmd

XXX.xlsx

Workflow

Accepted answers

echuong1

It's a little difficult to tell in the screenshot, but it looks like you're using a forward slash "/" between the file name and the sheet name. It should be three pipes "|".

All comments

echuong1

In order to dynamically write the file out with today's date, you can take advantage of datetimetoday() in the formula tool. You can essentially build the file name in a formula tool. In your output, use the bottom configuration to dynamically adjust the entire path at runtime.

For the email, I suggest using a table tool to create a table of values. You can then use the email tool to distribute the data. In the example attached, I input the data into the actual email, but you can also configure it to be an attachment, pulling from the excel file created.

Karl_Spratt

Hi echung1,

I'm Getting You Must Specify A Sheet Name Error.

See attached, I've deleted the original Output file, tried, renaming in the new output file, as sheet1, in the formula tool.

But keeping getting the error when running the WF, can you advise what I'm doing wrong.

See attached.

TIA

Karl

Getting You Must Specify A Sheet Name Error.docx

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