Email tool: [No Valid Fields]

[clobo]

Hi,

I was hoping to get some input on a couple things.

1. I have a table that I'm trying to email out. One column is the email address of affected people. I'm trying to use this column in the "To:" or "Cc:" fields, but when i check it and hit the drop down menu, it says "[No Valid Fields]". Why does this happen and how can I resolve this?

2. If i this table contains multiple rows, can I email this each row out to the "Responsible Email" like above without them getting every other row. i.e i only want them to get the row with the information that pertains to them.

Thank you for your help!

Calvin

[OllieClarke]

Hi @clobo to answer both your questions in one, if you select your email field in the 'group by' section of the table tool, then Alteryx will generate a table for each email, and keep this field for use in the email tool

Hope that helps,

Ollie

[clobo]

Yes, thank you! 

Building on from this though, what if I have a table with rows and each row has a different email attached to it; is there a way to sent that row that corresponds to the particular mail? or will all 5 emails get all 5 rows? I'm trying to make it in a way that people don't have to see things that don't pertain to them. 

Im essentially trying to get 5 records and each one contains the info pertaining to each row.

Thank you,

[OllieClarke · Accepted solution]

Hi @clobo, sorry, just seen this. If you have grouped by email in the table set up, and then use this email field as the 'to' in the email tool, then Alteryx will only send the table associated with that email to that person. I'm not sure I've explained that amazingly, but:

Here I've grouped by email in the table tool. This means that each email has a different table associated with it. If I set up the email tool like this:

Then it will send the table associated with the email address, and only that table, to that email address. (proof below)

Just ensure that only the relevant data is in the table on each email address' row, and you should be golden.

Hope that helps,

Ollie

[clobo]

Ahh, yes that's exactly what I wanted! 

Thank you so much!

Calvin

[OllieClarke]

Great to hear @clobo, would you mind marking my response as a 'solution' so people can easily find this later if they have the same question?
Cheers,

Ollie