I want to send an Output ( Excel WB) with 3 Tabs (coming from my WF) via a scheduled Email

[Karl_Spratt]

Hi Community,

I want to send an Output ( Excel WB) with 3 Tabs (coming from my WF) via a scheduled Email

I've looked on line, and I can see how to send a "sheet" via email, but I have 3 tabs I create into the same output file, 

All Lines  / Last 7 Days Pivot / Last 7 Days Data.

See attached, I've add the Reporting Table view,  ( getting 1 record which is good) and then added visual layout 

Can see report but this looks to be in PDF, not excel, so how do I schedule & send the excel WB with the 3 Tabs as an attachment to a list of people. 

Picture of what I'm doing at the back end of the WF.  Currently WF is running perfectly, saved to my local machine, but then I have to pick it up and mail it, so want to cut all manual steps out, if i can. 

All help appreciated.

TIA 

Karl  

[PedrodeOl]

Hello Karl,

Do you want to attach the .xlsx in your e-mail or create a table with 3 tabs inside the body of the e-mail?

Kind regards,

[Karl_Spratt]

Hi PedrodeOl,

I want to attach the completed XLXS to a email and send, so when the last tab is created into the output file send an email with the attachment to the list of recipients, if possible. 

So they have in excel format.

Regards,

Karl.  

[PedrodeOl]

Could you send a WF with dummy data?

[DanielG]

(One assumption I made is that the block until done on top's #2 output circles back to the crosstab on the lower row, and that it is NOT a standalone line of tools.  Cant say for sure because it is cut off).

I believe all you need to do is in between the last tool (dynamic rename) and the 3rd output throw in another block until done, then drop email tool on the second output of the block until done.  If the file name is standard then you simply hardcode it into the attachment portion of the email tool.  If it is dynamically named with a date suffix or something like that you will probably just need to build that in a formula tool preceeding the email tool.

[mceleavey · Accepted solution]

Hi @Karl_Spratt ,

Use an event to trigger an email.

Click the white space in the workflow and click "Events" at the top left. Hit the "Add" dropdown and select "Send email". Fill in the form with your smtp details. In this example I'm using my Bulien Office365 account:

Hit the "+" sign in the Attachments section and navigate to your Excel file. NOTE: You may need to run it once to create the file first. (If you want to make this dynamic, you will need wrap this in a macro and overwrite this value with the dynamically created filename etc.).

This will then send an email with the attachment.

Hope this helps.

M.

[Karl_Spratt]

Hi M,

That worked man, thanks, do you know how i can dynamic update the file name to add the run date? 

But I got the email as per attached picture, so If I schedule this Workflow if should send the email I assume to the users.

again any help to create this would be appreciated,.

Regards,

Karl. 

[DanielG]

@mceleavey 

So do you use that as a personal preference over the email tool, or do you feel it is inherently better performance from the event tab versus the email tool?

Just want to learn what others experiences with these are.

I use both, but typically I use the events to fire off batch processes or alert emails when the workflow fails/succeeds.  When I am emailing reports to "customers" I use the email tool.

Thanks

[mceleavey]

Hi @DanielG ,

Good question.

To be honest, I suggested using the event method simply because the requirement was to send out a standard file to a list of recipients, and didn't require anything fancy. Also, this method seems to be more consistent when it comes to the attachment functionality actually working!

However, there's no real difference. Personal preference, I suppose 🙂

M.

[Karl_Spratt]

Hi Mceleavey

File is coming to me, so I'd like to be able to show the run date.  

Can you share how to dynamically re name the file so if emails / saves with the run date on the WF?

TIA 

Karl