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Save Output Data as Dynamic File Name and Send as Email Attachment

RonGatmaitan
8 - Asteroid

Hi all,

 

How do I save an Output Data with a dynamic file name (FilenameYYYYMMDD.xls), then send it as an attachment to an email?

11 REPLIES 11
atcodedog05
22 - Nova
22 - Nova

Hi @RonGatmaitan 

 

Step1: Create the column with full path + filename + sheetname like below

atcodedog05_0-1642688925196.png

 

Step2: use a block until done this makes sure file is written first and then mail is sent.

 

Step3: configure output tool to write file based on column passed as path

atcodedog05_1-1642689018592.png

 

Step4: pass the column as path for file to be attached in email tool

 

atcodedog05_2-1642689073828.png

 

Hope this helps : )

RonGatmaitan
8 - Asteroid

Checking this out. Seems pretty simple. Thank you, @atcodedog05!

atcodedog05
22 - Nova
22 - Nova

Happy to help : ) @RonGatmaitan 

If my response helps please don't forget to mark it as solution.

Cheers and have a nice day!

RonGatmaitan
8 - Asteroid

Hi @atcodedog05,

 

I most certainly will. 🙂

I have 2 more questions, please.

 

1. Is there a way to hide the FileNameAs sheet from being written to the Excel file? I just realized, since it's a field in the table, it is being written to the Excel file, too.

 

2. Why is it sending as many records as emails? Did I miss anything out?

atcodedog05
22 - Nova
22 - Nova

Hi @RonGatmaitan 

 

1. Is there a way to hide the FileNameAs sheet from being written to the Excel file? I just realized, since it's a field in the table, it is being written to the Excel file, too.

 

Use select tool and remove

 

2. Why is it sending as many records as emails? Did I miss anything out?

 

Use summarize tool and convert into a single row. 1 mail is sent per row.

 

atcodedog05_0-1642696390225.png

 

Hope this helps : )

 

 

 

 

RonGatmaitan
8 - Asteroid

Summarize tool works! 🙂

Problem with the Select tool is, once I remove the field, Output can't find it and generates an error. This is the last one. 🙂

RonGatmaitan
8 - Asteroid

I am able to remove the others, except for the FileNamePlusSheet as the Output needs it.

atcodedog05
22 - Nova
22 - Nova

Hi @RonGatmaitan 

 

You can exclude filename+sheetname by unchecking this option in output tool.

 

Workflow:

atcodedog05_0-1642696931368.png

 

Hope this helps : )

 

RonGatmaitan
8 - Asteroid

Done! I just unchecked the Keep Field in Output tag. Thank you very much! Marking your answer as the solution now. 🙂

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