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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Analytical App with Email Tool

SK7
5 - Atom

Hi everyone,

Please do you have any idea of how I can update an email attachment within an analytical app? We built an app to run a rec and issue email to some distributions but we need Designer to change the attachment every time we run before emailing and we don't know how to do that.

Thank you very much.

9 REPLIES 9
AkimasaKajitani
17 - Castor
17 - Castor

Hi @SK7 

 

I made a simple workflow for you.

 

AkimasaKajitani_0-1618634264727.png

This workflow sends email with attached xlsx file that dynamically made in this workflow.

I block sending mail before making xlsx file by UntilBlockDone tool.

 

This is normal yxmd workflow but it will work well at analytic app.

If you have any questions, don't hesitate contact to me.

 

 

 

AkimasaKajitani
17 - Castor
17 - Castor

I offer another way (more simple).

 

You can use Workflow Events.

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-to-run-a-workflow-from-an-event...

 

AkimasaKajitani_0-1618643411935.png

 

When you save the data at Output Data tool, you save the file path that is the same of the workflow path.

And then, you set the file path to the attachment path without Folder name.

 

AkimasaKajitani_1-1618643541925.png

 

 

danilang
19 - Altair
19 - Altair

Hi @AkimasaKajitani 

 

Email tools are a special case that don't require a Block Until Done, since they are always executed as the very last step in a worklfow. Even if the email tool is the second tool and you have hundreds of other tools the email tools don't get triggered until all the other tools have completed

 

Dan  

AkimasaKajitani
17 - Castor
17 - Castor

Hi @danilang 

 

Thank you for your information. I missed the content on Help.

 

 

This is the fixed workflow.

AkimasaKajitani_0-1618709231491.png

 

AkimasaKajitani
17 - Castor
17 - Castor

I found out that Email tool send mails by each record, so I have to summarize the data.

 

AkimasaKajitani_0-1618709876575.png

 

This workflow send one mail by adding the summarize tool.

 

 

 

SK7
5 - Atom

Hi AkimasaKajitani,

Thank you so much for your help and time.
The issue we are having is that once we turn the workflow into an analytical app, the app does not prompt you to update the Excel attachment before sending out the email. When using a workflow, we can manually update the attachment link every time we run but we were trying to built an app to update the input, output, and attachment link within the email tool.
Thanks again

AkimasaKajitani
17 - Castor
17 - Castor

Hi @SK7 

 

Do you want to change the attached file by yourself?

If then, this workflow will work well.

I add the interface tool to change the attached file.

 

AkimasaKajitani_0-1618790569718.png

 

SK7
5 - Atom

Thank you very much for your help. 
The workflow is working perfectly but once we try to run the app without opening Alteryx then we get error messages, so, the attachment has to be manually updated in the workflow.

AkimasaKajitani
17 - Castor
17 - Castor

Which tool does output the errors?

If the email tool, are there dummy attachment file?

 

If you have any additional information, I may be able to help.

 

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