sending multiple email with attachment

[ritzjr]

Hi - i am trying to send an email to  a different person and i need to attach the number that was assigned to them. Can anyone help me to build design for below table.

example: Richenlyn@ym.com - the email should attached the account that was assigned to her.

Zitr@ym.com - the email should attached the account that was assigned to her.

Email address	Name	EmpID	Account no.
Richenlyn@ym.com	Rich	R213456	87648531
Zitr@ym.com	RitZ	Z324516	97312354
Lean@ym.com	Lean	L645645	76465462

[Luke_C]

Hi @ritzjr 

When you say 'attached' do you mean a file attached to the email? Or simply that the account number should be referenced in the body or subject of the email?

[ritzjr]

the account number should attached to the email

[Luke_C]

Hi @ritzjr 

I'm still not sure I follow, but hopefully this helps. You can use the reporting tools to have dynamic text based on the fields. So if you wanted the body of the email to have the account number in it, you select the account number field from the 'available fields' and for each record it will drop in the related account number.

To use this in the email tool, you can map the resulting text field created by the report text tool to the body. You could do the same for the subject line too.

[ritzjr]

Hi Luke_C,

Thank you for your great solution, aside from having account number on the body. I also want to create an excel attachment and have the account number in it.

[Luke_C · Accepted solution]

Hi @ritzjr 

Check out this post: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Attach-a-dynamic-named-excel-file-in-E...

[ritzjr]

Thank you