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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Send Email to Multiple Users with specific output related to individual end user

kmadden
5 - Atom

Hi

I have created a workflow which produce list of email names and list of current reports been used. Need to email each individual to confirm if reports still required.

 

is it possible to send email which will go to each individual and only show there reports ?

 

thanks ken 

4 REPLIES 4
Christina_H
14 - Magnetar

Yes it is.  You'll need a single row for each individual, so either concatenate the reports for each person or create a table.  You can then include that in your email.

Christina_H_0-1636722404056.png

Output 1:

Christina_H_1-1636722428573.png

Output 2:

Christina_H_2-1636722451265.png

 

kmadden
5 - Atom

Hi Christina

Many thanks for the above, i have created the table following your example above

 

how do i now ensure each person will get a unique email with only their reports listed in the table ?

thanks ken 

 

salbol1
8 - Asteroid

Setup your flow so that that the corresponding list of reports is entered as the body of your email (missing Text input), and your associated email recipients are the individual users flowing into the To: field. In this manner individual emails are sent to the corresponding recipients.

salbol1_0-1636755101871.png

 

Christina_H
14 - Magnetar

@kmadden If you've got the table set up your data should now have one row per person including a table. An email tool will send one email per row of data. If you have also added your email text as I did (I selected Attach to existing field to add it to the table field, one above and one below) then you should be all ready to go.

 

Add an email tool and select your table field as the email body. I assume your data also has the recipient email address, that goes in the To field. Although with emails I recommend sending a test email to yourself first to make sure everything is working correctly - add a sample or filter just before the email tool and pass through one record only and send the email to yourself. As long as it looks ok, remove the sample/filter and send them all to the recipients!

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