Automate the Emails communications

[Ganesh_I_N]

I would need help in automating the Emails flow

The attached table shows the Workbook name, User group & emails.

I want to create a dropdown for Workbook name & user group. Whenever the user selects the workbook, the related user groups should be selected & on clicking the Run button, the emails should flow via outlook.

Is this is possible in Alteryx ?? If yes, Please guide

[FinnCharlton]

Hi @Ganesh_I_N , you could set it up like this:

The CrossTab and Drop-Down tools work together to give the user a list of workbook names in the drop-down menu.

The filter tool only allows through the records with that workbook name.

You can then create and format your email body with the Formula / Report Text tools.

The email tool will send one email for each record you send to it. You can tell it to send it to the email in the Email ID field, and to use your Text field as the email body. You will have to work with your IT department to correctly set up the SMTP path and login. 

Hope this is helpful!