Email Tool

Use the Email tool to send an email for each row/record in your data stream. You can also add attachments and view email-generated reports. The Email tool runs as the last tool in your workflow. Choose from the available options to authenticate and encrypt your emails, with a combination of other reporting tools to add text, images, maps, and tables. See Reporting Tools.

To use SMTP Authentication, you must manually configure it.

Configure the tool

The Enabled check box is selected by default. If not selected, the tool will be disabled and no emails will be sent, but the tool retains all other configuration properties.

To configure the tool:

Specify a valid SMTP path (mandatory field).
Enter a valid value for the Port. The SMTP setting uses Port 25 by default.
The following default settings are provided, depending on the encryption setting:
- Port 25, when the Encryption drop-down list has None selected.
- Port 465, when the Encryption drop-down list has SSL/TLS selected.
- Port 587, when the Encryption drop-down list has STARTTLS selected.
Select your encryption setting by clicking on the Encryption dropdown.
Enable authentication by selecting Use SMTP Authentication and then signing in with a valid Username and Password.

If the SMTP server uses a port other than 25, 465, or 587, update the Port field settings for the SMTP server.

If using a specific SMTP server that is different from the recipient domain, errors come back in an email to the sender from the System Administrator, outlining the problem.

Enter relevant information before running your workflow and sending your email(s):

From: Sender of the email. Must be a valid email address.
To: Recipient of the email. Must be a valid email address.
Cc: Carbon copy recipients of the email. Must be a valid email address.
Bcc: Blind carbon copy recipients of the email. Must be a valid email address.
Subject: Subject line of the email.
Attachments: Add any additional files to be attached to the email. Email attachments have a 10 MB limit.
- Add: Click Add to specify each attachment to send with the email. You can either browse to the file location, or use a field from your input stream that contains the file location of the attachment.
- Edit: Click Edit to change a previously specified attachment. The same options for Add are available on Edit.
- Delete: Click Delete to remove the attachment. If there are multiple attachments specified, highlight to select the attachment for deletion and click Delete.
Body: The body of content for the email. To use a column from the dataset as the body of the email, then select Use Field and select a column from the drop-down list.

OAuth Authentication

To set up the OAuth authentication in Designer, place the Email tool to the canvas.

Select the Use Data Connection Manager (DCM) check box.
Select Set Up a Connection.
Select + Connect Credential after you created an email connection.
You can choose to use Azure OAuth or Azure OAuth (Alteryx Application).
1. Azure OAuth is a single tenant application.
  - To Create New Credentials, fill in the Credential Name, Tenant ID, Client ID, and Client Secret. You can find all of these on the Microsoft Azure application registration page.
  - To Create New Credential for Azure OAuth Tokens, fill in the Credential Name.
2. Azure OAuth (Alteryx Application) is a multi-tenant application.
  - To Create New Credentials, fill in the Credential Name.
  - To Create New Credential for Azure OAuth Tokens, fill in the Credential Name.
Select Create and Link.
Select the Connect button.
Sign in on the external browser window.

After successfull authentication you are able to use the and run the workflow.

Limitations

Outlook Desktop Client Limitation

Please note that when you use an Email tool (that follows a Layout Tool) to send a report that contains tables, the table alignment might be incorrect in the Outlook Desktop client. This is a limitation of the Outlook Desktop client.