Hello,
Would anybody be able to figure out how to change the output for the attached workflow to breakout the templates over multiple excel tabs instead of a different workbook each time? Even if that's changing the workflow that is fine.
Thanks!
You need to change the sheet name on each formula tool you have there.
That is still outputting a excel workbook for each payment request.
You need to update the formula right after the append tool. There’s the state and entity on the expression there, so it creates one file for each combination of those. If you want one file for all, you need to remove that and make something like FileName.xlsx to be the output of that formula.
And then would I update the sheet names on the formula tools to include the specific state and entity?
Yes, if you want one tab for each state, for example.
Now the issue I'm having is it's not copying the run command to each tab with my template in it.
Thanks for all your help!
The easiest option is to create all the sheets you need on the template file (Alteryx EFT Request.xlsx).