Notify shape

Introduction

The notify shape is used to create custom notification messages for output to run logs and email messages.

To achieve this, you compose a notification template within the shape settings using any combination of static text and variables. When the process flow runs and hits this shape, the notification message is generated from your defined template and is then:

• Output to the run logs AND/OR

• Emailed to recipients in selected notification groups

Need to know

• Notification templates can include dynamic content from variables.

• Email notifications are sent irrespective of whether a process flow is enabled and deployed.

• The maximum number of email notifications that can be sent (across all process flows for your company profile) is determined by your Core subscription tier. If you manage multiple linked profiles, each one of these will have its own allowance.

Using variables in notification templates

Notification templates can include dynamic content from payload, flow, and meta variables.

In the example below, we use two flow variables to retrieve a store name (store_name) and a team name (query_team), and a payload variable (our_id) to retrieve required information from the payload:

Adding & configuring a notify shape

Step 1 In your process flow, add the notify shape in the usual way:

Step 2 Select an alert level from the dropdown field:

The selection made here determines how this notification is displayed in logs and email messages:

Step 3 Choose notification channel(s) to be used - i.e. how these notifications should be communicated:

Available options are summarised below:

Step 4

The email limit determines the maximum number of emails that the notify shape can send per flow run.:

For example, if you select a notification group that contains 20 recipients and set the email limit to 10, the first 10 recipients will receive emails and the remaining 10 in the group will NOT receive emails.

Step 5

If you want to send this notification to email recipients, select the required notification group:

Step 6 Add your required notification text/variables to the notification template section:

If you need more space, you can drag this field further down using the handlebar in the bottom right corner:

Step 7 Save the shape.