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
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.
@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
Thanks
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.
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
Hi @Borisham ,
You can set your RGB colours by clicking the ... button:
You can make this dynamic by wrapping this in a macro and overwriting these values dynamically.
M.
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
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:
M.
This is what I am trying to achieve, simple as that