Create a Note in Microsoft Exchange

To create a note in Microsoft Outlook, do the procedure in this topic.

Create Note Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Exchange Server Exchange Server icon tab.
      2. On the Exchange Server Exchange Server icon tab, drag the Create Note Create Note icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Note Create Note icon

Procedure

  1. On the Create Note Configuration screen, in the Exchange Server field, select your Exchange Server access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Exchange Server.

  2. In the Note Subject field, enter the subject of the note.
  3. (Optional) In the Note Body field, enter the content of the note.
  4. (Optional) Complete this field as necessary.
    Field Name Definition

    Store Note ID in this Variable

    Function:
    Specifies the process data variable that contains the note ID from Exchange Server.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.