Send email only once based on criteria

Hi all -

I really don't know where to start with this one...

I have a list of customers, their contact details, the account managers details, the sales target for that company and how many sales they have done to date, for example:

Company Name	Contact First Name	Contact Surname	Customer Email	A/C Manager Email	Agreement No.	Sales Target	Current Sales
Fred's Fridges	Fred	McFridge	office@fredsfridges.com	John Smith	5102874	300	102
Daisy's Dishwashers	Daisy	Clean	office@ddishwashers.com	Michael Caine	5108892	500	490
Herman's Hoovers	Herman	Schmidt	hello@hermansucks.com	John Smith	5103877	150	146
Wayne's Whisks	Wayne	Rooney	wayne@thewhiskcompany.biz	Sarah Davies	5100871	1000	42
Maria's Microwaves	Maria	Gamma	maria@heatsitquick.com	Michael Caine	5147980	600	587

What I need is a workflow that will do the following, when ran:

If the Current Sales value is higher than 90% of the Sales Target then it will send an email to the customer and the account manager letting them know they have achieved more than 90% of their sales target on the Agreement No.

However, when I run the workflow again I don't want the customer being sent another email - they should only be told once that they have hit the target.

So, in the example above:

1. Daisy and Michael would be sent an email informing them they have hit the 90% target on Agreement 5108892.

2. Herman and John would be sent an email informing them they have hit 90% target on Agreement 5103877.

3. Maria and Michael would be sent an email informing them they have hit 90% target on Agreement 5147980.

4. There would be no emails regarding Fred or Wayne who haven't hit target yet.

5. The next time I run the workflow no emails would go to Daisy, Herman or Maria again.

Clear as mud?

Any help would be gratefully received - this is well beyond my current abilities in Alteryx!

RDF

Accepted answers

Felipe_Ribeir0

Hi @RDF25087

This usually happen when 2 different resources are trying to access the file together. You are not trying to run the workflow with the file open, right? If not, try to use the block until done tool to be sure that the input/output file is being accessed on different times.

All comments

RDF25087

Apologies - I should have put email addresses instead of names for the account managers in the example above.

Felipe_Ribeir0

Hi @RDF25087

I believe that you could use a logic like this:

1 execution

-Your sent_emails.yxdb table is empty

-You gonna send all emails with [Current Sales] >= 0.9*[Sales Target]
-You gonna write the sent emails into the sent_emails.yxdb

2 execution
-The left join will let just emails that werent send on the 1 execution to pass

email.yxzp

RDF25087

@Felipe_Ribeir0 thank you for your response.

I'm probably doing something daft, but I get an error on the sent_emails.yxdb output saying "the process cannot access the file because it is being used by another process (32).

RDF

Felipe_Ribeir0

Hi @RDF25087

RDF25087

Thank you @Felipe_Ribeir0 - that seems to have done the trick!

RDF

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