Email tool
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi all,
What I'd like to do is to trigger Outlook to send an email from within the Alteryx workflow. Would anyone be able to advise how the Email tool works? How do you set the required parameters?
Thanks in advance.
Regards,
Chad
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi @chadwickkcc - there’s a step by step guide here: https://community.alteryx.com/t5/Engine-Works/Reporting-in-Alteryx-Sending-Emails-with-Attachments/b...
Alternative: https://www.thedataschool.com.au/frank-salmon/how-to-use-the-email-tool-in-alteryx/
Based on your IT setup, you’ll also need to configure the SMTP like so: https://knowledge.alteryx.com/index/s/article/SMTP-Configuration-of-Common-Email-ProvidersSMTP-Confi...
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
If you’re using the DCM method, you can read up about it here: https://knowledge.alteryx.com/index/s/article/How-to-Set-up-DCM-for-Designer-and-Server
Otherwise you can try Megan’s method via the post I’ve linked above.
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
If you get errors, troubleshoot here: https://knowledge.alteryx.com/index/s/article/Email-SMTP-Troubleshooting-1583460191705
Some extra documentation: https://help.alteryx.com/current/en/designer/tools/reporting/email-tool.html#idm45436771728336
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Thanks @caltang for the responses! Let me take a look now and follow up if any questions.