Email tool

[chadwickkcc]

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 

[caltang · Accepted solution]

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...

[caltang · Accepted solution]

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.

[caltang · Accepted solution]

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 

[chadwickkcc]

Thanks @caltang for the responses! Let me take a look now and follow up if any questions.