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I have a report that contains relevant information by name (assume two columns for example, "Sales Person" and "YTD Sales". I also have an Excel File Input that has two columns, "Sales Person" and their "Email Address." I then format it through the Layout tool, but cannot seem to figure out how to send a) Only the data relevant to each Sales Person and b) all sales people at the same time.
I have attached the workflow and supporting files.
Hi @aralbrecht one way of approaching this is to build a batch macro which for each sales person one by one will generate a table for them and then send them an email. I have mocked up a workflow to show as an example
@JS420 - thanks for the quick response. I have never worked with macros so I am not sure I 100% follow the workflow. Any chance you have a few pointers for me to follow the workflow to better understand what the different parts of the macro are doing? Thank you!
@aralbrecht I would use the group by feature in the table tool if possible. I also excluded the email address from the table. I then just attached the header text since the visual layout tool doesn't yet support grouping. I changed the email tool to send it to the email address field.
@patrick_digan@JS420 Thank you both. I am still running into the issue where it says "No Valid Fields" in the To: line in my workflow.
Any idea what might be causing this? I only have two emails in my list currently, which I cannot share as they are company emails, but both are valid. I have the email addresses joined like the examples you both provided, thanks!