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UnpackData Docs

Create an alert

Send query results or charts by email, either on a schedule or when a condition is met. Attach files, insert URLs, and personalize each message.

Build an alert

  1. Recipients. Enter addresses in To and Cc. Tick Send emails separately to give each recipient in To their own email instead of a shared one.
  2. Let others self-subscribe (optional). Tick Subscribable Alert and pick one or more Subscribable Roles. Users in those roles can add themselves via Subscribe.
  3. Subject. Write the email subject line.
  4. Action (optional). Attach a file or insert a URL:
    • Attach File: pick a Source (User Query Data or User Chart), select the item, choose a Format, and click Attach. Format options are CSV, Excel, PDF for queries and Image, PDF, SVG for charts. You can attach more than one.
    • Insert Url: pick a source, select the query or chart, and click Insert to drop the URL into the body.
  5. Content. Write the body in the rich editor. Personalize with [@firstname], [@middlename], [@lastname] (only substituted when Send emails separately is on). The default value for recipients not found in the system is configurable (e.g. Sir/Madam).
  6. Run Condition. Pick Schedule or Condition:
    • Schedule: choose a Frequency (Daily, Weekly, or Monthly) and set Start Date, Run Time of Day, and End Date. Weekly adds Days of Week (Sunday–Saturday) and Recur every x weeks. Monthly adds Months (12 months), Days (1–31, or Last), and ordinals (First, Second, Third, Fourth). Tick Repeat every (5 min, 15 min, 30 min, 1 hour) to run multiple times per day.
    • Condition: pick a user query under Send this Alert if the User Query:, choose a has Row Count operator (Equals, Less Than, Less Than or Equals, Greater Than, Greater Than or Equals) and a value, then a Check this condition every: interval (10 minutes, 20 minutes, 40 minutes, 1 hour, 2 hours, …, up to 2 days).
  7. Save. Click Save Alert and provide Alert Name (max 40), Description (max 100), Roles, and Tags. When editing, the button reads Update Alert; Save As duplicates. Run Alert sends it immediately.