Edit Role activity

An activity that change the access rights for a role in AgilePoint NX.



Configure the Edit Role activity

To configure the Edit Role 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 Role Edit Role 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 Role Edit Role icon.
  3. Complete the fields on the Edit Role Configuration screen.

    For more information, refer to Change a Role 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 Role Configuration

Specifies the configuration to change a role 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.

Role Name

Function:
Specifies the name of the role to change.
Accepted Values:
  • A role from the list.
  • A process data variable.

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

Default Value:
None
Accepts Process Data Variables:
Yes

Description

Function:
Shows the description of the role.
Accepted Values:
  • One line of text that can have spaces.
  • A process data variable.

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

Default Value:
None
Accepts Process Data Variables:
Yes

Role Permission

Function:
Shows all the list of access rights that you can give for a role.
Accepted Values:
An access control from the list.
Default Value:
None

Left Arrow Left Arrow icon

Function:
Moves the selected fields from the Roles Permission box to the Selected Permission box.

Right Arrow Right Arrow icon

Function:
Moves the selected fields from the Selected Permission box to the Roles Permission box.

Select All

Function:
Selects all the fields.

Selected Permission

Function:
Specifies the access rights for the role.
Accepted Values:
A list of access controls moved from the Roles Permission box using the Left Arrow Left Arrow icon button.

To remove a access control from the list, select the column, and then click the Right Arrow Right Arrow icon button.

Default Value:
None