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:
MGR | No | Program | Subject | A Attachment | B Attachment |
AAA | F99 | CCC | Account 55555555 | 55555555 A attachment | None |
WWW | 555 | STRATIS | Account 22222222 | None | 22222222 B attachment |
PPP | FFF | CCC | New Account 77777777 / 99999999 / 11111111 | 77777777 A attachment | 77777777 B attachment |
PPP | FFF | CCC | New Account 77777777 / 99999999 / 11111111 | 99999999 A attachment | 99999999 B attachment |
PPP | FFF | CCC | New Account 77777777 / 99999999 / 11111111 | 11111111 A attachment | 11111111 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!!
@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.