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Move table to excel than email

codyfink
7 - Meteor

Good Afternoon,

 

What would be the best way to take my basic table output to an excel file and than be able to email? I have tried a few ways but not advanced enough to know the correct path to take. 

 

See my workflow below. Any help is appreciated. Really need to keep the table as it has "conditional formatting" highlighting in it.

 

codyfink_0-1686599458438.png

 

4 REPLIES 4
Luke_C
17 - Castor
17 - Castor

Hi @codyfink 

 

You would use a render tool to output to excel. Then the email tool is capable of sending attachments if provided the file path (either static or via a field in the workflow).

 

This thread touches on PDFs but should be mostly applicable:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Send-render-file-from-email-to...

 

codyfink
7 - Meteor

Luke,

 

Ater using Render how do you know where file is saved when running schedule to be able to setup file path for email?

 

codyfink_0-1686662482667.png

 

Luke_C
17 - Castor
17 - Castor

By default it goes to a temporary folder. In the link I attached they walk through how to specify and reference it. 

codyfink
7 - Meteor

Thank you this worked!

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