Sending Emails with Attachments Having ONLY user specific content (grouped by ID)

[theinsideguy]

Hello,

I have an input table that looks something like this:

ID	Name	Message	Email
1	Name A	This is a message for Name A	Aemail@blah.com
2	Name B	This is a message for Name B	Bemail@blah.com
1	Name A	This is a second message for Name A	Aemail@blah.com
3	Name C	This is a message for Name C	Cemail@blah.com
3	Name C	This is a second message for Name C	Cemail@blah.com
2	Name B	This is a second message for Name B	Bemail@blah.com

I’m trying to send an email with an xlsx email attachment to EACH email address that only displays their own respective data. For example, Name A gets an excel document with the following table:

ID	Name	Message	Email
1	Name A	This is a message for Name A	Aemail@blah.com
1	Name A	This is a second message for Name A	Aemail@blah.com

Of course, there can be thousands of rows that change all the time, so I can't manually implement this. I saw the solution that @DataNath gave here: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Grouping-to-be-sent-in-email-q...

However, I don’t think this works with attachments because one would have to first write to a separate excel file FIRST and then send that attachment to an end user, and then repeat for each end user. Has anyone done this before? I’m a little over my head here.

[Yoshiro_Fujimori]

@theinsideguy ,

How about using Block Until Done tool?

Workflow

Step 1: Prepre file path with Formula tool for each user

FileName = [Name] + ".xlsx|||Sheet1"

Step 2: Write output .xlsx files with Output Data tool

Step 3: Attach the files with Email tool

I hope this works with your case. Good luck.

[theinsideguy]

Hi @Yoshiro_Fujimori , thanks for the thoughtful response. I'm not in front of my computer right now, but wanted to ask—won't that workflow send one single email for each row? So, in my example, Name A would get two emails with two separate XLSx files? If so, I'm trying to only have one email sent with all pertinent rows in the XLSx file. 

[AdamR_AYX]

This sounds like a job for a batch macro using the grouping functionality

Excuse the errors. I don't have my email tool settings to hand

Each batch will run with the data for that single user.