Add Delegate (Exchange Server) activity

An activity that adds a delegate in Microsoft Outlook.



Configure the Add Delegate activity

To configure the Add Delegate activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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 Add Delegate (Exchange Server) Add Delegate icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Add Delegate Add Delegate icon.
  3. Complete the fields on these screens.
    1. Add Delegate Configuration > Delegation Details tab.
    2. Add Delegate Configuration > Delegation Permission tab.

    For more information, refer to Create a Delegate in Microsoft Exchange Server.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Add Delegate Configuration > Delegation Details

Specifies the information to add a delegate in Microsoft Outlook.

Screen



Fields

Field Name Definition

Exchange Server

Function:
Specifies the access token that connects to your Exchange Server.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Delegate From User Email ID

Function:
Specifies the e-mail address of the delegate user.
Accepted Values:
  • A text string in e-mail address format.
  • Other User Email ID - Specifies an e-mail address of a user that is not specified in the access token, but is within the same Exchange Server domain.
  • Choose from Access Token - Specify the e-mail address of the user account specified in the access token.

    To access this field, click Other User Email ID.

Default Value:
None
Accepts Process Data Variables:
Yes

Password

Function:
Specifies a password for the e-mail account of the delegate user.
Accepted Values:
A valid password.
Default Value:
None
Accepts Process Data Variables:
No

Delegate To User Email ID

Function:
Specifies the e-mail address of the delegate.
Accepted Values:
A text string in e-mail address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Delegate Configuration > Delegation Permissions

Specifies the configuration to add delegate permissions to read items in your folders or to read, create, change, and delete items.

Screen



Fields

Field Name Definition

Exchange Server

Function:
Specifies the access token that connects to your Exchange Server.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Calendar

Function:
Specifies the delegate permission for your Calendar folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Tasks

Function:
Specifies the delegate permission for your Tasks folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Inbox

Function:
Specifies the delegate permission for your Inbox folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Contacts

Function:
Specifies the delegate permission for your Contacts folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Notes

Function:
Specifies the delegate permission for the Exchange user's notes.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Delegate receives copies of meeting-related messages sent to me

Function:
Specifies whether the delegate receives copies of your meeting-related notifications.
Accepted Values:
  • Selected - The delegate receives copies of your meeting-related notifications.
  • Deselected - The delegate does not receive copies of your meeting-related notifications.
Default Value:
Deselected
Accepts Process Data Variables:
No

Delegate can see my private items

Function:
Specifies if the delegate can see your private information in appointments, meetings, tasks, and contacts.
Accepted Values:
  • Selected - The delegate can see your private information.
  • Deselected - The delegate cannot see your private information.
Default Value:
Deselected
Accepts Process Data Variables:
No