Create Contact activity

An activity that creates a contact in Microsoft Outlook.


Create Contact activity

Configure the Create Contact activity

To configure the Create Contact 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 Exchange Server Exchange Server icon tab.
      2. On the Exchange Server Exchange Server icon tab, drag the Create Contact Create Contact icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Create Contact activity.

Figure: General Configuration screen

General Configuration 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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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 Contact Configuration

Specifies the configuration to create a contact.

Figure: Create Contact Configuration screen

Create Contact Configuration 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.

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

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

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

E-mail Display Name
Function:
Specifies the name to show as an alternative to the e-mail address of the user.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

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

Business Phone
Function:
Specifies the business phone number of the user.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Company Name
Function:
Specifies the name of the user's organization.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Department
Function:
Specifies the user's department.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Contact ID in this Variable
Function:
Specifies the process data variable that contains the contact ID from Exchange Server.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?