Create notification templates
Events guide
Create reliable, reusable emails that turn NIM events, variables, and table data into useful messages and reports.
At a glanceDirect link to At a glance
Notification templates are rich-text email templates used by event actions and scheduled automation. Select the event that supplies the context, add recipients and a subject, then compose the message with formatting, links, images, tables, HTML, NIM Variables, and NIM Table Variables. Test delivery with safe data before attaching the template to a production action.
Create a notification templateDirect link to Create a notification template
Name it and choose its eventDirect link to Name it and choose its event
Go to Events > Templates, select Add, enter a descriptive template name, and select Create. Keep Mail as the notification type, then choose the related event in Notification event. The selected event determines which event variables are available in the editor.
Use a name that identifies the outcome and recipient, such as New-account welcome email or License-expiration alert to operations.
Add recipients, content, and dynamic dataDirect link to Add recipients, content, and dynamic data
Enter From, To, CC, BCC, and Subject values. Each field can contain fixed text or a NIM variable when recipients or message details must be resolved at runtime.
Use the editor toolbar to format text, create ordered or unordered lists, align content, insert links, images, and tables, or open the HTML source editor for reviewed custom markup. Keep email layouts simple and test them in the mail clients used by your recipients.
Verify delivery before useDirect link to Verify delivery before use
Select Mail to send a test using the configured mail settings, then save. Verify the recipient, subject, layout, links, images, and resolved data. Use validation to identify template errors before attaching the template to an event action or scheduled task.
Insert NIM VariablesDirect link to Insert NIM Variables
Select NIM Variable in the editor to insert a value that NIM resolves when the notification is sent. The variable browser includes global-variable categories and runtime categories such as automation, library, date-time, system, session, configuration, and event.
When you select a notification event, the event category can expose data specific to that event. For mapping events, use the event menu to browse:
- argument — mapping-operation properties;
- input — columns from the filter used by the mapping;
- status — status values such as errors; and
- configuration — target, system, table, function, description, and update-count context.
For example, a template can include a runtime value such as {var.event.input.cf_OnboardProfile} in its text, a table cell, a link, or HTML markup when that input column is available for the selected event.
Insert NIM Table VariablesDirect link to Insert NIM Table Variables
Select NIM Table when the notification needs a set of rows rather than a single value. The menu can use:
- filter — the output of a selected filter;
- query — the output of a selected query; or
- event > changes — changes supplied by the selected event.
Use table variables for a clear report section, such as a list of changed accounts or query results. Keep the selected data limited to what the recipient needs; avoid including sensitive identity data merely because it is available.
Design a useful notificationDirect link to Design a useful notification
| Template type | Include | Verify |
|---|---|---|
| Account or onboarding message | Clear action, the relevant approved link, and only the identity context the recipient needs. | The link opens the intended approved experience and the recipient can complete the next step. |
| Failure or operations alert | Workflow or job context, concise error information, and the responsible support path. | The responsible owner receives the message and can identify the affected workflow. |
| Report or audit message | A focused filter, query, or event-change table and its reporting period or context. | Table rows are correct, understandable, and appropriate for the recipient. |
| License or certificate alert | The affected item, threshold or date, and renewal owner or response process. | The notification fires at the intended condition and reaches the responsible owner. |
Edit or remove a notification templateDirect link to Edit or remove a notification template
Select Edit Notification Template to update a template or Remove Notification Template to delete one. Before removing a template, check event actions and scheduled tasks that may still use it.
Use Copy Object to reuse a template; NIM adds a numbered suffix such as _01. Use Rename Object, enter the new name, and press Enter to rename it. After copying, review the selected event, recipients, variables, and links before using the new template.
Where templates are usedDirect link to Where templates are used
- Event actions send messages in response to an event.
- Mail tasks send one recurring report email.
- Table notification tasks send one email per output row.
- Sync tasks can use a template for evaluation reports.
Attachments are not currently supported. Use a scheduled export when recipients need a file rather than report content in the email.