Sending emails with dynamic number of attachments

Biko

Hey guys - need your urgent help on this 🙂

I have a list of clients that have a single or multiple reports to be attached in each email.

Client A has 2 fullpaths (2 xls file)

Client B has 2 fullpath (2 xls file)

Client C has 1 fullpath (1 xls file)

What I did:

1. Summarize - group by client and concatenate fullpath.

2. Text to column - unconcatenate fullpath by 5 columns (as max reports are 5).

3. Autofield - everything.

4. Dynamic select - Null is represented as boolean. So I uncheck that. This will delete the null columns 3, 4, and 5. I am left with 2 columns: concat_fullpath1 and concat_fullpath2 (second pic below).

5. Email - I added concat_fullpath1 and concat_fullpath2 as attachment. I was thinking if either of the value is null then it probably won't attach anything.

Now client A and B are ok because they have 2 attachments.

Client C is giving the email tool an error because concat_fullpath2 is null.

How can I avoid this?

Dynamic Select.jpeg

Accepted answers

Biko

@RNO2 - I think the solution is similar to this post https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Email-Batch-Macro-With-Varying-of-Attachments/m-p/478604/highlight/false#M96089. However need to integrate it with multiple client level? Been tinkering but can't get it to work. Do you know have any idea?

All comments

RobertOdera

Hi, @Biko

Hard to say without a workable sample file...

However, have you checked out this post in the Community?

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

If the resource works for you, please give credit to @MattD versus marking my response as a Solution.

Good Luck!

Biko

Unfortunately my company doesnt allow uploads and I don't have any windows laptop at the moment 😞

Not sure how to provide you with the sample file. Sorry about that.

Biko

Cfdiaz2103

Hi @Biko !

In order to sending dynamically those emails with their corresponding attachments, you need to separate all records by identifying which clients have 2 attachments. Try to do that with a Filter Tool, followed by this parameter: !IsNull([Concat_FullPath2]). In that case, Client A and Client B should output theirselves from the True Anchor, while the Client C should output itself from the False Anchor. Next, drag a Select Tool to the False Anchor, and deselect the [Concat_FullPath2] field. Finally, copy and paste the Email Tool you previously configured and drag it to the Select Tool, and deselect the attachment Field: [Concat_FullPath2].

Hope it works! 😉

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