Email output

[aparna0208]

Hi,

Earlier I have used the email tool to output an attachment like .csv, .xlsx files. Now I am trying to embed the output directly into the body of the email. For example my output includes customer info  with 8 columns and want to insert that into the body of the email. I tried using Table, Layout tool by referring to articles but nothing seems to work and I'm not receiving any email to my inbox. Wanted to see if there is a way to do this instead of using an attachment? Thank you in advance

[jrlindem]

It does take a little configuration, but it's not too hard.  I've attached a workflow to help illustrate, but you do need to use the Table Tool in the Reporting Tools to create the table into a one-row object.  Then you can call for that table in your email.

Then you configure your email tool like this:

But make sure you only have one row of data feeding the email tool as it will email once per row of data!

Also make sure you update the SMTP address in the email tool.

Hope this gets you started, -Jay

[aparna0208]

@jrlindem Thanks a lot for your inputs. I tried the exact same thing even before I posted my question but it didn't work. Even now I ran the sample workflow you provided and it worked and I received an email. The same thing when I try with my output it's not working and having the same issue where it runs fine on the server but not getting any email

[jrlindem]

@aparna0208 

Interesting.  I wonder if there's a "width" limitation that's being constrained by either Alteryx or your company's gateway....

Can you try and put a SELECT tool in front of the TABLE Tool and reduce the columns down to just a couple and then try again?  You might need to run a similar experiment on the length of the table, meaning, reduce the number of rows and see if you can confirm or deny that you're being constrained by the data volume in columns and rows.

Otherwise, your issue might be in the data and how the table is being built by the Table tool.

See if you can isolate variables and test 'em out.  Your last line of defense here, is to open a ticket to Alteryx, but I can't see why that should be necessary just yet...

-Jay

[aparna0208]

@jrlindem I tried everything like reducing columns/rows and variables but still no luck. Again the workflow example you provided works but my actual workflow runs but no email. I tried limiting it to two columns and 4 rows of data.

[jrlindem]

Can you provide screen shots of the Email Tool configuration (mask out your SMTP address)

[aparna0208]

[jrlindem]

Okay, pretty standard there.  I'm avoiding asking you to upload parts of your workflow since the email tool often contains specific configuration... and in your case i'm guessing theres a lot going on upstream, but it might be useful if you can distill it down to the data that's feeding into the Table Tool and then attaching just those parts?  The next area to review is the Table Tool configuration...

Obviously this is a little tricky to do over discussion board chat 😅

-Jay

[aparna0208]

I was just going to attach my Table configuration as well:)

[jrlindem]

@alexnajm / @abacon / @binu_acs 

Take a look at this thread on the email tool.  User seems to be able to run a basic example (I attached one) and they're saying it's working fine, but their own workflow, producing a table is not embedding and emailing.

Any ideas?  -Jay