Send email and attach unique PDFs based on name

[superjesse]

Hello all,

I recently posted and this community helped me solve the first part of my quest. Save multiple PDFs based on an individual user.

I basically want to create PDFs all unique to a user, and then email them to that particular user. I was able to figure out how to save a PDF for each user, for now I'm trying to figure out how to send that user their PDF.

I used the Alteryx example, and I modified it a little. It appears in the email tool where I pick 'filename' as the attachment is where I'm having issues. 

Any help I appreciate.

[JordanB · Accepted solution]

Hi @superjesse

Try adding the Prepare attachment macro before emailing. This will be able to create the attachment in the workflow itself so you can add this to your email

https://gallery.alteryx.com/#!app/Prepare-Attachment/564a7a81a248970f14e2f1dc

This article describes the steps in a little more detail https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

Best,

Jordan

[superjesse]

Ok, thank you. I will look this macro over and apply it. 

Thanks so much for the quick response.

[mst3k]

use a formula tool to add a column, name it AttachmentFilePath or something like that. enter the full file path as a literal text string, but concatenate in the dynamic parts (like the user ID or name or whatever) so each record has the correct file path referenced in the new field. 

then in the email tool, in the attachment set up, choose the "File Name From Field Value" and use your reference field.

i didn't look at the macro but i assume it's doing the same thing