Chatter Configuration screen

Specifies the content and configuration for a Chatter template.

Figure: Chatter Configuration screen

Chatter Configuration screen

How to Start

  1. On the Application Explorer screen, do one of these:
  2. In your process, add a human task activity, or change a human task activity.
  3. Click Advanced Advanced icon > Chatter Notifications Chatter Notifications icon.

Fields

Field Name Definition

Assigned

Function:
Specifies the name of a Chatter template used to send a message when the task is Assigned.

Reassigned

Function:
Specifies the name of a Chatter template used to send a message when the task is Assigned to new participants.

Completed

Function:
Specifies the name of a Chatter template used to send a message when a task is Completed.

Cancelled

Function:
Specifies the name of a Chatter template used to send a message when a task is Cancelled.

Task Overdue

Function:
Specifies the name of a Chatter template used to send a message when a task is Overdue.

Chatter Template

Function:
Specifies the Chatter template for the message.
Accepted Values:
A list of Chatter templates in the system.

These templates are created in the AgilePoint NX App Builder. For more information, refer to Chatter Template Configuration screen.

Default Value:
  • None
  • A Chatter template, if one exists

Add New Chatter Template Add New Chatter Template icon

Opens this Screen:
Chatter Template Configuration screen
Function of this Screen:
Specifies the content of a Chatter template.

Message

Function:
Specifies the content of the message.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Attachment

Function:
Specifies the file you want to include in your message.
Accepted Values:
The full path and file name for the attachment you want to include.
  • This field supports a single attachment with maximum size of 5 MB.
  • The absolute path to the file must be on the AgilePoint Server machine or SharePoint server.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

Post Message to

Function:
Specifies to whom to send the message.
Accepted Values:
  • Task Participants - Sends the message to the Salesforce Chatter accounts of the participants for the activity.
  • Chatter Group - Sends the message to a specified Salesforce Chatter group.
Default Value:
Task Participants
Accepts Process Data Variables:
No