Create or Change a Yammer Template in the App Builder

To create or change a Yammer template in the App Builder, do the procedure in this topic.

Figure: Yammer Template Configuration screen

Yammer Template Configuration screen

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 Yammer.
      2. Do one of these:
        • To create a Yammer template, click New New icon.
        • To change an Yammer template, click the template, and click Edit Edit icon.
    • Click Process Model
      1. Double-click your process.
      2. Click Notification Notification icon > Yammer Template Yammer Template icon.
      3. On the Yammer screen, in the Yammer Template, click Add Add icon.

Procedure

  1. On the Yammer Template Configuration screen, in the Yammer field, select your Yammer access token.

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

  2. Complete these fields as necessary.
    Field Name Definition

    Yammer Template Name
    Function:
    Specifies the name of your Yammer template.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

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

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