automated reminders and running workflow conditionally

Question

hello,

I have been a part of this community for a few months now and I have found it to be a great help. However, I am currently facing a challenge in my workflow that I'm not sure how to solve.

Here's the case:

* As a part of my workflow, I am filtering users based on whether they meet a certain criteria or not. For those who do not meet the criteria, I need to send an email reminder. However, I do not want to send repetitive emails. Instead, I want to record if and when the email was sent, and send another email if the user has not taken any action in the last 24 hours.
* The workflow should first check if the criteria are met by all users. If not, then it should send out email reminders until all users comply. Only then should it create a report file and send it out.

I have two questions:

Q1. How can I capture whether an email was sent or not? The "Email" tool does not have an output anchor.

Q2. How can I stop a part of the workflow based on a condition? For example if users are not meeting a criteria - send reminders and stop the workflow. Otherwise, send the report.

I would greatly appreciate any help or guidance on these questions. Thank you in advance for your support.

Prometheus · Answer

A1. Cc yourself so you know that an email was sent.

A2. When you use a Test tool, you determine what causes the test to be passed and what happens with the workflow if it does not pass. You can also filter compliant records go through your workflow and non-compliant records go to the Email tool to get the reminder email.

Felipe_Ribeir0 · Answer

Hi @piotrgk

Q1. You can save an .yxdb file with the input of the email tool. Basically, it is possible to assume with some confidence that if the workflow ran, the email was sent. I drafted a sample workflow that can help you to understand how to keep track of this historical data, and see if the 24 hours condition is met.

Q2. You can do this by combining filters + append tools. here is an example of how to do it: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Choose-Path-Tool/td-p/1169896

SEND_EMAILS.yxzp