Create User (AgilePoint NX) activity

An activity that creates a user in AgilePoint NX.



Configure the Create User activity

To configure the Create User activity, do the procedure in this topic.

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 AgilePoint NX tab.
      2. On the AgilePoint NX tab, drag the Create User 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 Create User .
  3. On the Create User Configuration screen, do this procedure.
    1. Complete the fields on the Create User Configuration > User Information tab
    2. (Optional) Complete the fields on the Create User Configuration > User Social Accounts tab

    For more information, refer to Create a User in AgilePoint NX.

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

    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

Create User Configuration > User Information

Specifies the configuration to create a user in AgilePoint NX.

Screen



Fields

Field Name Definition

AgilePoint

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

Add Token

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

User Name

Function:
Specifies the name of the user to create in AgilePoint NX.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Full Name

Function:
Specifies the full name of the user.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Manager

Function:
Specifies the user's manager.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Department

Function:
Specifies the user's department.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Language

Function:
Specifies the user's language.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Email Address

Function:
The user's e-mail address.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Create User Configuration > User Social Accounts

Specifies the configuration to add the users third-party social account information in AgilePoint NX.

Screen



Fields

Field Name Definition

AgilePoint

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

Add Token

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

Yammer ID

Function:
Specifies the user's Yammer ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Chatter ID

Function:
Specifies the user's Chatter ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Phone Number

Function:
Specifies the user's phone number.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Lync Id

Function:
Specifies the Lync ID of the user.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes