Multiple .xls tabs to email output

Good afternoon,

I am attempting to automate a report, in which four unique .xls tabs have been created, and rolled into one larger .xls file. At this point, I am searching for ideas on how to automate sending this file via email. The tabs need to remain separate in the output, as they have been filtered down to display the same metrics, just different business units.

The issue I am running into is that there is how to set up an email tool with the output in it's current configuration in the workflow. There are four output tools, each sending data to an Excel spreadsheet. Below is how the end of the workflow is set up, but with the Output tool being more or less 'final,' I am having issues trying to link it to the email tool.

Any help is appreciated!

Thanks

xls to email.png

Accepted answers

TaraM

It sounds like you want to run an Email Event, and not use the Email tool.

From your workflow properties (properties window with nothing selected),

Click the Events Tab.
Click Add -> Email
Run Event After Run Without Errors
Fill out the To/From, etc
Add your attachments

The Email Event will send one email at the completion (or prior to) the wworkflow run. In contrast, the Email tool will send an email for every record in the datastream.

P.S. notice the Enable Events checkbox on the Events Tab window...this comes in handy

All comments

TaraM

It sounds like you want to run an Email Event, and not use the Email tool.

From your workflow properties (properties window with nothing selected),

Click the Events Tab.
Click Add -> Email
Run Event After Run Without Errors
Fill out the To/From, etc
Add your attachments

The Email Event will send one email at the completion (or prior to) the wworkflow run. In contrast, the Email tool will send an email for every record in the datastream.

P.S. notice the Enable Events checkbox on the Events Tab window...this comes in handy

Colejweinman

This was a huge help! Thanks!

Maffu

Amazing, thank you. Been trying to figure this out myself all of today!

ronnietok

Great solution Tara. If we want to modify the Subject to include today's date, what is the syntax? What I have now is as shown below:

%Module% - %NumErrors% Errors

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