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SOLVED

Output to word document email template

Ekta
8 - Asteroid

Dear All, 

I am struggling with the below scenario and could not find much help, appreciate if you can help me with this-

 

I have created an alteryx workflow to extract the values from the file - so i have all the required fields in the last tool output anchor.

 

now all these values need to populate the email template which is a word document.

 eg -

current Alteryx output - name marks year

                                          Alice   40      2019

Required Alteryx output is the word document 

Dear Alice

hope you are doing well!

your year 2020 marks are 40.

 

Thank you

 

Appreciate if you could help me with this.

 

Thanks in advance

7 REPLIES 7
Qiu
21 - Polaris
21 - Polaris

@Ekta 

Hope this is what you need.

0107-Ekta.PNG

Ekta
8 - Asteroid

Thanks a lot, can i please also ask if we have multiple templates and based on condition we need to switch to different templates. How can be done?

 eg - if Class = grade 1 then template 1 which is 

Dear [name:A],

hope you are doing well!

your year [marks:0] marks are [year:0].

 

if Class =  grade 2 then template 2

 

Dear [name:A],

hope you are doing well and done good in your exam.

your year [marks:0] marks are [year:0].

 

and so on for around 6 scenarios?

 

Thank you very much in advance

 

 

 

Qiu
21 - Polaris
21 - Polaris

@Ekta 
If your template remains the same, we can put the greeting part into a field.

0107-Ekta-1.PNG

Ekta
8 - Asteroid

Thank you for your reply, Apology for being unclear, this is just a sample template.

Actual templates are quite big(1 full page) and around 6.

 

Can pls help how i can pick the templates based on the condition.we can add the field name condition and based on the condition we have to choose the template to fill the value.

 

Like if condition is grade 1 then fill the values in template 1 and if condition is grade 2 then fill the values in template 2 and so on.

 

I hope i can get some help.

 

Thanks & Regards

 

Qiu
21 - Polaris
21 - Polaris

@Ekta 
How about this not so pretty one?
You need to add other 3 though.

0107-Ekta.PNG

Ekta
8 - Asteroid

@Qiu  I have a question on this Qui if you can help, i am able to output word doc ,thank you for the workflow.

can guide me on -

how to change the font type,add a image at the top and save each doc with a unique name.

 

Thanks in advance  

Qiu
21 - Polaris
21 - Polaris

@Ekta 

OMG, I just want one accept mark. you threw many questions.

1. Change Font

There are many options in Text tools.

2. Add images with Header Tool

3. Assign Record ID to each rows then generate full path and use the Group data option for output.

Capture2.PNG

0112-Ekta-2.PNG

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