Sending records via email using Alteryx

Hi , I am using a join tool for mapping records from different inputs and the records which are unmapped and in Left anchor of join tool those records I want to send to other person using email tool , How can i achieve this using Alteryx and if there is an alternative method to do this please suggest.

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Accepted answers

SmitaLohande

Hi @arsh011

In this case, after your join tool you can add a block until done tool, in which

1st output anchor will create file into a folder.
2nd output, you can count the records coming out of the join tool, using count record tool
add a filter tool to check if the record count > 0 and then add email tool towards the end.

Email Test.png

below is the config to email tool(portnumber might be different in your organisation)

email tool config.png

All comments

OTrieger

@arsh011

Have you tried to connect an Email tool after the Left anchor?

It is not clear from your post what you actually want to do. If you want to send a content or attachments what exactly are you trying to do.

I guess you should explained more in details what you would like to do, otherwise based on what you wrote, it can be done as a generic answer.

arsh011

Like i want to send the records as an Excel attachment via email which are in left join only.

arsh011

I run the workflow and the automatically the records which are in left join sent out as an attachment via email.

OTrieger

Ok, in this case you will need to have the full path to these items and then you could attach them to the email tool.

arsh011

I also want to implement a condition if there will be no records in left join then no need to send email automatically.

SmitaLohande

Hi @arsh011

In this case, after your join tool you can add a block until done tool, in which

1st output anchor will create file into a folder.
2nd output, you can count the records coming out of the join tool, using count record tool
add a filter tool to check if the record count > 0 and then add email tool towards the end.

Email Test.png

below is the config to email tool(portnumber might be different in your organisation)

email tool config.png

arsh011

Thanks a lot @SmitaLohande , This solution works for me !!!

SmitaLohande

That's great @arsh011 !

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