Email Tool: how to add field value to body

[jason_scarlett]

Is it possible to use a field value in the body section of the email tool?

e.g.

Hi [name],

There were [final_count] patients this past week. Click here [URL_link] to follow up.

Cheers

[JoeM]

My recommendation would be to use a formula tool to assemble your message within a single field. After building out the message, set up the body of your email tool to use the message field.

[jason_scarlett]

That will work, but how do I insert line breaks?

I tried "\n" but that didn't work.

[KaneG]

Hi Jason,

Tbh, there is probably an easier way, but I just use the tilde or something similar (be careful using pipes as an idenitfier for REGEX) and then afterwards run REGEX_Replace([Field],'~','\n')

Kane

[jason_scarlett]

I used a formula tool to "calculate" the email body, then I use a second formula tool to replace the ~'s with /n ... but the email still doesn't have any line feeds.

It does look as though the ~'s have been replaced corerctly when I browse the field with teh browse tool.

I also thought about building the email up in html format .. but as soon as I put </> tags the email doesn't send.

[JoeM · Accepted solution]

@jason_scarlett

Knowing that you need some sort of formatting, I would point you away from the formula tool and towards the report text tool. Once you build the text field, you can drop that into your email.

Configuration:

Result:

[jason_scarlett]

Great, this is a very flexible way to do this.

I would like to encourage the Alteryx team to aim to have an 'Open Example' for every tool available ... this from my perspective make learnign much easier.

[TaraM]

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@jason_scarlett wrote:

Great, this is a very flexible way to do this.

I would like to encourage the Alteryx team to aim to have an 'Open Example' for every tool available ... this from my perspective make learnign much easier.

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@jason_scarlett - that's the plan! We keep adding more with every release.

[rpaugh]

This works for fields, but not links or layouts. I created a layout (also tried the table tool) to put records in new rows, each row containing a link, and got the following result:

<table width="100%" cellspacing="0px" cellpadding="0px" rowsContained="2" style=""><tbody><tr><td style="vertical-align:top;"><div class="DefaultText" style="width:100%;"><a href="https://cs41.salesforce.com/0015500000HnKzGAAV" >Organization Name 1</a><div><nbsp/></div></div></td></tr><tr><td style="vertical-align:top;"><div class="DefaultText" style="width:100%;"><a href="https://cs41.salesforce.com/0015500000HbkB4AAJ" >Organization Name 2</a><div><nbsp/></div></div></td></tr></tbody></table>

Instead of rendering the HTML in the result, the Report Text tool reads it as literal text.  This is what it should be showing:

Organization Name 1

Organization Name 2

How do you get the output to interpret this as HTML rather than plain text?

[brianscott]

I found a work around that I posted here:  

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Email-Tool-Enhancement-Reporting-Palette/idc-...

good luck.