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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Multiple pdf attachment base on condition

mhtomines
7 - Meteor

Hi All,

 

I'm having a challenge in my workflow, I want to attach multiple pdf files base on a condition.

 

Here is my data looks like:

MGRNoProgramSubjectA AttachmentB Attachment
AAAF99CCCAccount 5555555555555555 A attachmentNone
WWW555STRATISAccount 22222222None22222222 B attachment
PPPFFFCCCNew Account 77777777 / 99999999 / 1111111177777777 A attachment77777777 B attachment
PPPFFFCCCNew Account 77777777 / 99999999 / 1111111199999999 A attachment99999999 B attachment
PPPFFFCCCNew Account 77777777 / 99999999 / 1111111111111111 A attachment11111111 B attachment

 

1. I want alteryx to flag if the attachment for "A attachment" or "B Attachment" is not available.

2. I want alteryx to combine the email body if  subject, MGR, No and Program is the same and attach "A attachment" and "B Attachment" is one email and same recipient.

 

Thank you in advance!!

1 REPLY 1
OTrieger
14 - Magnetar

@mhtomines 

How to attach multiple attachments is already  covered here https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Email-Batch-Macro-With-Varying... 

Now for the 2 points. By using Formula tool you can create Flags that indicating if both files are attached or not, and then use Filter tool to removes these lines and output them out by email as a file as a comment on the Server that these items do not have 2 attachments.

For point 2, you can use Summarize Tool. Group the data based on MGR, No, Program and Subject and Concatenate A Attachment and A Attachment. You will end up with 1 line per your requirements. 

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