Save Output Data as Dynamic File Name and Send as Email Attachment

[RonGatmaitan]

Hi all,

How do I save an Output Data with a dynamic file name (FilenameYYYYMMDD.xls), then send it as an attachment to an email?

[atcodedog05 · Accepted solution]

Hi @RonGatmaitan 

Step1: Create the column with full path + filename + sheetname like below

Step2: use a block until done this makes sure file is written first and then mail is sent.

Step3: configure output tool to write file based on column passed as path

Step4: pass the column as path for file to be attached in email tool

Hope this helps : )

[RonGatmaitan]

Checking this out. Seems pretty simple. Thank you, @atcodedog05!

[atcodedog05]

Happy to help : ) @RonGatmaitan 

If my response helps please don't forget to mark it as solution.

Cheers and have a nice day!

[RonGatmaitan]

Hi @atcodedog05,

I most certainly will. 🙂

I have 2 more questions, please.

1. Is there a way to hide the FileNameAs sheet from being written to the Excel file? I just realized, since it's a field in the table, it is being written to the Excel file, too.

2. Why is it sending as many records as emails? Did I miss anything out?

[atcodedog05]

Hi @RonGatmaitan 

1. Is there a way to hide the FileNameAs sheet from being written to the Excel file? I just realized, since it's a field in the table, it is being written to the Excel file, too.

Use select tool and remove

2. Why is it sending as many records as emails? Did I miss anything out?

Use summarize tool and convert into a single row. 1 mail is sent per row.

Hope this helps : )

[RonGatmaitan]

Summarize tool works! 🙂

Problem with the Select tool is, once I remove the field, Output can't find it and generates an error. This is the last one. 🙂

[RonGatmaitan]

I am able to remove the others, except for the FileNamePlusSheet as the Output needs it.

[atcodedog05]

Hi @RonGatmaitan 

You can exclude filename+sheetname by unchecking this option in output tool.

Workflow:

Hope this helps : )

[RonGatmaitan]

Done! I just unchecked the Keep Field in Output tag. Thank you very much! Marking your answer as the solution now. 🙂