Hi Everyone,
Please see the attached workflow, I am trying to attach the summarise count to the body of the end email that has an excel attachment to it.
That being said I cannot work out how to do this.
Body of Email will be like so:
Hi Team,
Please see attached the most recent Blackhawk Sales Invoice Data. This is for the last 30 days, please filter the desired time required.
[INSERT TABLE OF SUMMARISE DATA]
Kind Regards,
Plus an excel attachment that you can see I have created in the workflow.
Any suggestions would be great. And a rudimentary explanation would be appreciated as I am new to alteryx.
Looking forward to a response. Thank you in advanced.
Hi,
Two quick question - do you have some sample data you can share?
Second - are you trying to attach the summarize information created at the workflow dead end? I'd add a table to that. Next you have an excel output and second table - do you want the excel file to have this table?
Just so you know the tools you are going to probably need include a:
render - to get the main excel file in table format.
report text - to take in the summarize table.
union - to combine a variety of sources.
BLOCK UNTIL DONE.
assuming you are trying to include a file which you are also creating in the same workflow you have to user either a BUD or a batch macro to control order of operations and make sure the workflow doesn't try to attach a file which is being written to.