Running a workflow daily but sending email only on specific days of the month

[Shrivas9]

Hi,

I am trying to create a workflow where I am running a workflow daily for tableau refresh but sending a report via mail only on 25th of the month.

I tried analytic app, but that is failing due to scgheduling part on the gallery and is sending mails everyday wherein it is supposed to send only over 25th of the mail.

Any help/lead would be appreciated here.

[davidskaife]

Hi @Shrivas9 

One solution i have used in the past is to create a seperate workflow that only generates the email using the email tool, and schedule that to run on the 25th of the month. That way the daily refresh runs normally, and the report is only distributed on the desired day.

[Kenda]

Hi @Shrivas9 

Try adding a filter before your email tool that checks DateTimeToday(). If this day is equal to the 25th, allow the records to pass through. For all other values (days), don't let the records pass through. If the email tool doesn't receive any records, it won't send an email. 

For example, 

iif(tonumber(DateTimeFormat(datetimetoday(),"%d"))=25, 1=1, 1=0)

https://help.alteryx.com/20214/designer/datetime-functions 

Hope this helps!

[Shrivas9]

@DavidSkaife  That sounds pretty feasible,thanks for writing back , the only thing I am worried about is how do I tell my email workflow (second one) to pick up the report from the first workflow(Tableau refresh one) that has just finished running and generated the report, as after the report has generated it is formatted in the second workflow using some python code and then sent out.

[Shrivas9]

@Kenda Thanks for writing me back with a solution, can use this workaround too, but again only problem is the mail is sent out for the very same report that is generated in the same workflow, after the report is formatted using some python code , it it feasible to do that?

I am sending you a ss of what kind of formatting is done here.

[Kenda]

@Shrivas9 It should. Try adding a filter tool after your Visual Layout tool to try it out!

[Shrivas9]

@Kenda Thanks for the tip, will  try this  and confirm if this works.

[JPSeagull]

This worked perfect me and it only works at the very end of the workflow and just before the email tool. I was hoping to not run the workflow past the input tools....essentially, after the input take a pause to see what day it is and if that day matches, continue. For me, I need to run a report every Sunday, so I used this filter: iif(DateTimeFormat(datetimetoday(),'%a')='Sun', 1=1, 1=0). I tried to use it right after the input, but the email still was sent with blank data.

Scheduling the workflow in the gallery for Sundays isn't an option as I have to run this off the master work flow. Is there any other way to block a sub workflow from running if it's not a matched day or date?

Either way, this solved my problem... just a shame to have the whole process run 6 days a week for nothing.