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Sending single email by formatting the table..

hayley93
6 - Meteoroid

Hi, 

I managed to make a table like below in Alteryx and need to send an email for the very last step.

Ref No.DepartmentStatusCount
000001HRApproved5
000001HRRejected2
000002MarketingApproved3

But,if I send an email like the above, HR will get twice for the approved and rejected.

I want to work on in this way that HR can get one email including the ref no. , count and two different types of status. 

Does anyone know how to group the same Ref No. & Department, but still show different status types & count? 

 

Please help!!

Thank you in advance. 

4 REPLIES 4
JosephSerpis
17 - Castor
17 - Castor

Hi @hayley93 I mocked up a workflow let me know what you think?

hayley93
6 - Meteoroid

Hi Joseph! 

Thanks for your reply.

Could you please help if it can be grouped by the same Ref Number & department?

I want to send single email for the same Ref No. & department, but includes different count & status type....

Hope it makes sense! 

 

JosephSerpis
17 - Castor
17 - Castor

Hi @hayley93 I edited my workflow with two methods on how I would approach this. In the attached example you will need to fill out the details for your SMTP and email recipients. Let me know if you have more questions.

hayley93
6 - Meteoroid

It worked! Thanks for your help!

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