topic Re: Schedules for email in Alteryx Designer Desktop Discussions

Schedules for email

TabsheerMohamed — Wed, 25 Jan 2023 20:31:48 GMT

Hello community,
I am stuck with an issue which is something like this:

I wanted to run a workflow from Monday to Friday and followed by next week Monday I want the workflow to send out emails. Is anyone can help me on this?

THANKS IN ADVANCE

Re: Schedules for email

Christine_Assaad — Wed, 25 Jan 2023 21:44:55 GMT

Hello @TabsheerMohamed

Would you please elaborate on what you need help with?

Alteryx - using Email tool - can help you send emails.

Alteryx Server - if you have it - can help you schedule this workflow so it runs according to your timeline.

Cheers!

Re: Schedules for email

TabsheerMohamed — Thu, 26 Jan 2023 12:55:14 GMT

I have a workflow which already has the email tool on it, and I am able to run the schedules every day, but I wanted to do something like the workflow can run every day and the email should send out only on every Monday.

Thank you so much for your response.

Re: Schedules for email

Christina_H — Thu, 26 Jan 2023 13:11:13 GMT

How about a filter before your email tool that will only allow records through on Mondays?

DateTimeFormat(DateTimeToday(),"%a")="Mon"

Re: Schedules for email

TabsheerMohamed — Thu, 26 Jan 2023 13:13:42 GMT

Thank you so much, I will try this one!

Re: Schedules for email

Felipe_Ribeir0 — Thu, 26 Jan 2023 13:49:32 GMT

Hi @TabsheerMohamed

I use the config like this here, maybe showing the image can help. If its monday, then we have a row passing through the filter and the append tool works, the email is then sent. If it is not monday, the append tool do not let rows go to the email tool, so there is no email.

Re: Schedules for email

TabsheerMohamed — Thu, 26 Jan 2023 15:36:45 GMT

Thank you, Felipe! It works well.

Re: Schedules for email

roige_28 — Wed, 20 Mar 2024 09:25:06 GMT

Hi,

I am also trying to schedule an email that will be sent after every quarter ends. Like if the quarter ends on March 31 then email will be sent on April 1. Is that possible?

Re: Schedules for email

Nandani_11 — Tue, 11 Jun 2024 20:04:45 GMT

Hi,
I have a workflow where I am generating PDF using render tool. I want to send the said PDFs out on quarterly basis as an email.
How do i do that?