Hi all
I am looking to use the Alteryx email tool to send information generated in an excel file to staff within our firm, and have no idea if what i require is possible or if I am just configuring it incorrectly
I have the excel spreadsheet as the input tool
I have the "Report Text" tool configured with the 'merge' fields from the spreadsheet
When I add the email tool and select the relevant fields (email address etc.,) the fields from the Excel sheet are not picked up, however the email tool works if I 'hardcode' the email address.
The merge fields (i.e. columns headers) will always remain static, while the data will (obviously) change depending on the run date.
If anyone could suggest the correct configuration i'd be immensely appreciative. I have attached the workflow group as a reference.
Also happy to supply more information if it helps.
