Receipt Card Attachment

An activity that creates a receipt card attachment that enables a bot attachment to give a receipt to the user with Microsoft Azure Bot Service.


Receipt Card Attachment activity

Configure the Sign In Card Attachment activity

To configure the Receipt Card Attachment activity, do the procedure in this topic.

Examples

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 Bot Integration Bot Integration icon tab.
      2. On the Bot Integration Bot Integration icon tab, drag the Receipt Card Attachment Receipt Card Attachment icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Receipt Card Attachment 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

Receipt Card Attachment Configuration screen > Basic tab

Configures the basic information for a receipt card.

Figure: Receipt Card Attachment Configuration > Basic tab

Receipt Card Attachment Configuration Basic tab

Fields

Field Name Definition

Azure Bot Services
Function:
Specifies the access token that connects to your Microsoft Azure Bot Service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:

Add Token Add Token icon
Opens this Screen:
Access Token for Azure Bot Service
Function of this Screen:
Configure an access token to connect to Microsoft Azure Bot Service.
Example:

Service URL
Function:
Specifies the URL for your bot.
Accepted Values:
A valid bot URL.
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?

Conversation ID
Function:
Specifies the conversation ID for which to send the message.
Accepted Values:
A valid conversation ID.

When you create a conversation in your bot, you get the conversation ID for each conversation.

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?

From ID
Function:
Specifies the ID for your bot.
Accepted Values:
A valid bot ID.
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?

From Name
Function:
Specifies the name for your bot.
Accepted Values:
A valid bot name.
Default Value:
None
Accepts Process Data Variables:
Yes

Recipient ID
Function:
Specifies the user ID of the channel to associate with the action.
Accepted Values:
A valid user ID of the channel.
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?

Recipient Name
Function:
Specifies the user name to associate with the action..
Accepted Values:
A valid user name.
Default Value:
None
Accepts Process Data Variables:
Yes

Message
Function:
Specifies the content of the message.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Receipt Card Attachment Configuration screen > Card Config tab

Configures the receipt.

Figure: Receipt Card Attachment Configuration > Receipt Config tab

Receipt Card Attachment Configuration Receipt Config tab

Fields

Field Name Definition

Title
Function:
Specifies the title for your card.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Tax
Function:
Specifies the amount of tax applied to the purchase.
Accepted Values:
A currency-formatted string.
Default Value:
None
Accepts Process Data Variables:
Yes

Vat
Function:
Specifies the amount of value added tax (VAT) applied to the purchase price.
Accepted Values:
A currency-formatted string.
Default Value:
None
Accepts Process Data Variables:
Yes

Total
Function:
Specifies the total purchase price that includes all applicable taxes.
Accepted Values:
A currency-formatted string.
Default Value:
None
Accepts Process Data Variables:
Yes

Inline Action Buttons
Function:
Specifies whether to use action buttons on your card with literal values.
Accepted Values:
  • Selected - Lets you specify action buttons on your card with literal (hard coded) values.
  • Deselected - Lets you specify action buttons on your card with repeating schema elements.
Default Value:
None

Button Text
Function:
Specifies a name for the button.
To Open this Field:
  1. On the Receipt Config tab, click Inline Action Buttons.
Accepted Values:
One line of text that can have spaces
Default Value:
None

Action to Perform
Function:
Specifies what the button does.
To Open this Field:
  • Open URL - Opens a specified URL in a web browser.
  • Download File - Opens a file at a specified URL.
  • IM Back - Sends specified text to send to the bot.
  • Message Back - Sends a specified message to the bot.
  • Post Back - Sends a specified post to the bot.
  • Show Image - Shows an image from a specified URL.
  • Sign In - Specifies the URL for an OAuth 2.0 sign-in procedure.
  • Play Audio - Plays an audio file from a specified URL.
  • Play Video - Plays a video file from a specified URL.
Accepted Values:
  1. On the Receipt Config tab, click Inline Action Buttons.
Default Value:
None

Value
Function:
Specifies the value for your action.
To Open this Field:
  1. On the Receipt Config tab, click Inline Action Buttons.
Accepted Values:
The value of this field depends on the action type you select in the Action to Perform list.
Default Value:
None
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?

Add Add icon
Function:
Adds a button for action.
To Open this Field:
  1. On the Receipt Config tab, click Inline Action Buttons.

Select the repeating data node that will contain the Buttons data
Function:
Specifies a repeating schema element that stores the data for your buttons.
To Open this Field:
  1. On the Receipt Config tab, click Map Action Buttons from schema.
Accepted Values:
A valid repeating schema element.
Default Value:
None
Accepts Process Data Variables:
Yes

Receipt Card Attachment Configuration screen > Card Config tab

Configures items that are used for the purchase.

Figure: Receipt Card Attachment Configuration > Item Config tab

Receipt Card Attachment Configuration Item Config tab

Good to Know

Fields

Field Name Definition

Select the repeating data node that will contain the Facts data
Function:
Specifies a repeating schema element that stores the data for your fact.

Facts are used to specify the information about the purchase such as order number and payment method.

Accepted Values:
A valid repeating schema element.
Default Value:
None
Accepts Process Data Variables:
Yes

Fact
Function:
Specifies a fact from the list to show on the receipt.

When you specify a repeating schema element in Select the repeating data node that will contain the Facts data field, this field shows the child elements of the repeating schema element.

Accepted Values:
A child element of the repeating schema element.
Default Value:
None
Accepts Process Data Variables:
No

Fact Value
Function:
Specifies a value from the list for a fact to show on the receipt.

When you specify a repeating schema element in Select the repeating data node that will contain the Facts data field, this field shows the child elements of the repeating schema element.

Accepted Values:
A child element of the repeating schema element.
Default Value:
None
Accepts Process Data Variables:
Yes

Select the repeating data node that will contain the Items data
Function:
Specifies a repeating schema element that stores the list of items you purchased.
Accepted Values:
A valid repeating schema element.
Default Value:
None
Accepts Process Data Variables:
Yes

Title
Function:
Specifies a title from the list for purchased item to show on the receipt.

When you specify a repeating schema element in Select the repeating data node that will contain the Items data field, this field shows the child values of the repeating schema element.

Accepted Values:
A child element of the repeating schema element.
Default Value:
None
Accepts Process Data Variables:
Yes

Subtitle
Function:
Specifies a subtitle from the list for purchased item to show on the receipt.

When you specify a repeating schema element in Select the repeating data node that will contain the Items data field, this field shows the child values of the repeating schema element.

Accepted Values:
A child element of the repeating schema element.
Default Value:
None
Accepts Process Data Variables:
No

Price
Function:
Specifies the price from the list for a purchased item to show on the receipt.

When you specify a repeating schema element in Select the repeating data node that will contain the Items data field, this field shows the child values of the repeating schema element.

Accepted Values:
A child element of the repeating schema element.
Default Value:
None
Accepts Process Data Variables:
No