Create or Change an SMS Template for an Approval

Prerequisites

• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v6.0 SP1 or higher.
• The SMS Service and Approval AgileConnector is configured, and the Enable SMS Approval setting is turned on.

  For more information, refer to SMS AgileConnector.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. Do one of these:
   • Create a Process-Based Application.
   • Open a process-based application.
2. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
3. In the Process Builder, in the My Application pane, expand your application, and do one of these:
   • Click Notification
     1. Click SMS.
     2. Do one of these:
        • To create an SMS template, click New .
        • To change an SMS template, click the template name, and click Edit .
   • Click Process Model
     1. Double-click your process.
     2. Click Notification > SMS Template .
     3. On the SMS screen, in the SMS Template, click Add .

Procedure

1. In the SMS 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 SMS 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 SMS to respond to an SMS 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 SMS 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 SMS 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