Send email and attach unique PDFs based on name

Hello all,

I recently posted and this community helped me solve the first part of my quest. Save multiple PDFs based on an individual user.

I basically want to create PDFs all unique to a user, and then email them to that particular user. I was able to figure out how to save a PDF for each user, for now I'm trying to figure out how to send that user their PDF.

I used the Alteryx example, and I modified it a little. It appears in the email tool where I pick 'filename' as the attachment is where I'm having issues.

Any help I appreciate.

send pdf to email.yxmd

Accepted answers

JordanB

Hi @superjesse

Try adding the Prepare attachment macro before emailing. This will be able to create the attachment in the workflow itself so you can add this to your email

https://gallery.alteryx.com/#!app/Prepare-Attachment/564a7a81a248970f14e2f1dc

This article describes the steps in a little more detail https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

Best,

Jordan

All comments

JordanB

Hi @superjesse

Try adding the Prepare attachment macro before emailing. This will be able to create the attachment in the workflow itself so you can add this to your email

https://gallery.alteryx.com/#!app/Prepare-Attachment/564a7a81a248970f14e2f1dc

This article describes the steps in a little more detail https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

Best,

Jordan

superjesse

Ok, thank you. I will look this macro over and apply it.

Thanks so much for the quick response.

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