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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Frame email design

Borisham
8 - Asteroid

Hello,

 

I have CSV/excel file that I need to attach the email sentd every day via the Gallery.

 

I would like to design this email format with a company logo and a colour frame and put it inside the frame my writing.

 

How would I able to achieve that ?

 

Thanks

 

10 REPLIES 10
mceleavey
17 - Castor
17 - Castor

Hi @Borisham ,

 

You need to use the reporting tools.

Image tool to bring in the logo.

Report Text to create the text for the body of the report.

 

Bring them all together in the layout tool to position them as you want, then use the resulting layout field in the render tool to output the report to a filepath field you create in a formula tool.

Use this filepath field as the attachment field in the email tool.

 

Here's a link to the reporting tools help page:

 

https://help.alteryx.com/current/designer/reporting

 

That should get you started.

 

M.



Bulien

mceleavey
17 - Castor
17 - Castor

Additionally, if you already have the files ad you just need to send the email, then the same process as above without outputting the report. Set the filepath to the files you need to pick up.

 

M.



Bulien

Borisham
8 - Asteroid

@mceleavey  Thanks for explaining this

 

Would you be able to provide some example for that ? Just to get the way around

 

I am still struggling to find a way to create a colour frame to write into. I mean frame like to banks and company have, like a red one to put the logo inside or next to.

 

Just as an example

Borisham_1-1621336738768.png

 

 

Thanks

 

mceleavey
17 - Castor
17 - Castor

Hi @Borisham ,

 

I don't know what you mean by "colour frame". You would load the logo in as an image. It you have multiple logos determined by a customer ID for example, then you can select them according to that field.

You then build everything in the layout tool.

 

M.



Bulien

Borisham
8 - Asteroid

@mceleavey

I think I have found what I wanted on the layout thing - it is called a border.

Is there a way to use the specific colour code for this border?

I can see only an option to choose the colour.

 

I do I need to start this workflow ? I am s starter on Alteyx so I would appreciate any help of building this

 

Thanks

 

 

mceleavey
17 - Castor
17 - Castor

Hi @Borisham ,

 

 

You can set your RGB colours by clicking the ... button:

 

mceleavey_0-1621341571640.png

 

You can make this dynamic by wrapping this in a macro and overwriting these values dynamically.

 

M.



Bulien

Borisham
8 - Asteroid

@mceleavey 

 

Thanks, this is the one I was talking about

 

I want to choose a specific Amber code #e9b532

 

 

Do you have an example of building it ? I need help Please by example

 

mceleavey
17 - Castor
17 - Castor

HI @Borisham ,

 

no, only RGB values are used here, although you can use an Hex to RGB converter to get the # numbers you need. Here's a free one:

 

https://www.rgbtohex.net/

 

M.



Bulien

Borisham
8 - Asteroid

This is what I am trying to achieve, simple as that

Borisham_0-1621345742378.png

 

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