| Change type | Description |
|---|---|
| Introduced in version 14.0 | A new Sort tab has been added that allows you to sort output datastore data by selected fields before including it in notification emails. |
| Introduced in version 13.1 | A new email notification feature has been added, allowing users to send output datastore data via email body, triggered by the completion of an Analysis stage in a process model. |
This Notify with Data Table Task is a configurable node in the workflow designer. It allows you to automatically send emails containing embedded data tables to selected recipients, making it easier to share process results and analysis outputs.
- After completing a data analysis run
- For regular or periodic reporting
- Select recipients
- Compose the email
- Choose the data source
- Apply filters
- Specify which columns to include
By automating notifications with relevant information, this task reduces manual work and helps ensure efficient communication.
Properties
The General tab
Display Name
Specify a name for the node.
Send to Group
Click the pencil button to select the environment group to which you want to send the notification.
Message
Type a subject for the email notification.
Message Details
Type the body of the email.
Output Variables
Optionally, define output variables to customize how the Process Model executes. For more information, see Process Model variables.
The Data Table tab
Source Data Store Name
Select the internal data store that contains the data you want to include in the email notification. Only internal default or database data stores are available for selection.
Data Load Range
- Based on Work ID Parameter (default): The system initializes the work ID parameter to use the output from the previous node (for example, the workId from an Analysis stage). If selected, add the Work ID Parameter Name set using the output variables in the General tab.
- All: Includes all records from the selected data store. If using this option, it is recommended to prepare a subset of your data that you want to include in the email.
Fields to Select
Add, remove, and arrange the columns to be included in the data table. For each column, select the data store field and specify a label. The order of columns determines their left-to-right placement in the table.
The Sort Tab
Use the Sort Tab to control the order in which rows appear in notification emails. By default, data displays in an arbitrary order. Configure sorting to:
- Display records in a meaningful order (for example, by severity, date, or priority)
- Ensure consistent ordering across notification emails
- Improve readability and usability of data tables in notifications
How to sorting works
- Sorting applies in the order you define in the configuration
- When you specify multiple sort fields, the first field is the primary sort, and subsequent fields act as tie-breakers
- Sorting affects only the output data table in the notification email—it does not change the order of records in the underlying datastore
Add Fields
Add one or more data store fields to sort. You can add multiple sort fields to apply multi-level sorting.
Remove Field
Removes the selected field from the sorting table.
Sort Fields
Displays the list of fields added for sorting.
Ascending
Select the checkbox for each field to sort it in ascending order. Leave the checkbox unchecked to sort in descending order.
- If you do not configure sorting, the data table order is non-deterministic
- Sorting applies only to fields available in the selected datastore
- Rows with null or empty values may appear at the beginning or end of the table, depending on sorting behavior
Example 1: Sort by a Single Field
Goal: Show the most recent records first.
- Field:
created_date - Direction: Descending
- Result: Newer records appear at the top of the data table
Example 2: Sort by Multiple Fields
Goal: Group records by severity and then sort by score within each severity level.
Sort priority:
severity- Descendingscore- DescendingResult: Higher-severity records appear first, and within each severity level, records are ordered by score in descending order.
Best practices
- Variable usage: You can use process model variables in the subject
and body fields by referencing them with the
${variableName}syntax. -
Null values: If a data store field contains null values, consider
using the
COALESCEfunction in an analysis to replace nulls with a default value before including them in the notification. - Data volume: If the data store contains more records than should be included in the email, consider applying a row limit or filter in your analysis or data store configuration.