Create or Change a Skype For Business Template for an Approval

To create or change a Skype for Business template for approval when a task is Assigned, Reassigned, or Overdue, do the procedure in this topic.

Figure: Skype for Business Template Configuration screen

Skype for Business Template Configuration screen

Good to Know

How to Start

  1. Do one of these:
  2. On the Application Explorer screen, do one of these:
  3. In the Process Builder, in the My Application pane, expand your application , and do one of these:
    • Click Notification
      1. Click Lync.
      2. Do one of these:
    • Click Process Model
      1. Double-click your process.
      2. Click Notification Notification icon > Skype for Business Template Skype for Business Template icon.
      3. On the Skype for Business screen, in the Skype for Business Template, click Add Add icon.

Procedure

  1. In the Skype for Business Template Name field, enter a name for your template.
  2. In the Message field, enter body of the message to send.
  3. Complete this field as necessary.
    Field Name Definition

    Complete the Assigned, Reassigned or Overdue task by responding the Skype for Business message
    Function:
    Completes a task using a response to the automated message.

    The message must come from the same message technology as the outgoing message. For example, the user must use Skype for Business to respond to a Skype for Business message.
  4. To enter an approval keyword, complete this field as necessary.
    Field Name Definition

    Keyword
    Function:
    An approval keyword which sets the Xpath node to True or False when a participant enters it in a message. This usually applies to approvals.
    To Open this Field:
    Select Complete the Assigned, Reassigned or Overdue task by responding the Skype for Business message.
    Accepted Values:
    One line of text with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • Y, Yes, or Approve for True.
    • N, No, or Reject for False.
  5. To enter a schema element to store the approval keyword the approver submits, complete this field as necessary.
    Field Name Definition

    Xpath
    Function:
    Specifies a schema element that stores the approval keyword specified by the approver.
    To Open this Field:
    Select Complete the Assigned, Reassigned or Overdue task by responding the Skype for Business message.
    Accepted Values:
    An XPath to a schema element in Boolean format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    /pd:myFields/pd:ApproveReject