Edit Group activity

An activity that change the group lead and users of a group in AgilePoint NX.



Configure the Edit Group activity

To configure the Edit Group activity, do the procedure in this topic.

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 AgilePoint NX icon tab.
      2. On the AgilePoint NX AgilePoint NX icon tab, drag the Edit Group Edit Group 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 Edit Group Edit Group icon.
  3. Complete the fields on the Edit Group Configuration screen.

    For more information, refer to Change a Group in AgilePoint NX.

  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

Edit Group Configuration

Specifies the configuration to change a group 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 Add Token icon

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

Group Name

Function:
Specifies the name of a group.
Accepted Values:
  • A group name from the list.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None

Description

Function:
A description of the group.
Accepted Values:
More than one line of text.
Default Value:
None

Group Lead

Function:
Shows the name of the manager or head of the organizational unit for the group.
Accepted Values:
A valid group lead name.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Group Members

Function:
Specifies the names of the member in a group.
Accepted Values:
  • A list of valid group member names, separated by semicolons (;).
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes