Frame email design

Borisham

Hello,

I have CSV/excel file that I need to attach the email sentd every day via the Gallery.

I would like to design this email format with a company logo and a colour frame and put it inside the frame my writing.

How would I able to achieve that ?

Thanks

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mceleavey

Hi @Borisham ,

You need to use the reporting tools.

Image tool to bring in the logo.

Report Text to create the text for the body of the report.

Bring them all together in the layout tool to position them as you want, then use the resulting layout field in the render tool to output the report to a filepath field you create in a formula tool.

Use this filepath field as the attachment field in the email tool.

Here's a link to the reporting tools help page:

https://help.alteryx.com/current/designer/reporting

That should get you started.

mceleavey

Additionally, if you already have the files ad you just need to send the email, then the same process as above without outputting the report. Set the filepath to the files you need to pick up.

Borisham

@mceleavey Thanks for explaining this

Would you be able to provide some example for that ? Just to get the way around

I am still struggling to find a way to create a colour frame to write into. I mean frame like to banks and company have, like a red one to put the logo inside or next to.

Just as an example

Thanks

ayzal00

If you achieve that functionality just share,s please. I

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