Microsoft Teams Notifications screen

Sends a Microsoft Teams notification from a human task activity when an event occurs in a process.

Background and Setup

Prerequisites

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, drag any human task activity onto your process.

    Drag Any Human Task Activity
  3. Configure the human task activity.

    For more information, refer to:

  4. On the configuration screen, click Advanced > Microsoft Teams Notifications.

    Click Yammer Notifications

Microsoft Teams Configuration screen

Specifies the template to use for a message sent with Microsoft Teams.

Figure: Microsoft Teams Configuration screen

Microsoft Teams Configuration screen

Prerequisites

Fields

Field NameDefinition

Assigned
Function:
Specifies the name of the Microsoft Teams template to use for a message when the task is Assigned.

Reassigned
Function:
Specifies the name of the Microsoft Teams template to use for a message when the task is Reassigned to new participants.

Completed
Function:
Specifies the name of the Microsoft Teams template to use for a message when a task is Completed.

Cancelled
Function:
Specifies the name of the Microsoft Teams template to use for a message when a task is Cancelled.

Overdue
Function:
Specifies the name of the Microsoft Teams template to use for a message when a task is Overdue.

Microsoft Teams Template
Function:
Specifies the Microsoft Teams template for the message.
Accepted Values:
A list of Microsoft Teams templates in your AgilePoint NX environment.
Default Value:
  • None
  • A Microsoft Teams template, if one exists.

Create Add New SMS Template icon
Opens this Screen:
Microsoft Teams Template Configuration screen
Function of this Screen:
Specifies the content and configuration for a Microsoft Teams template..

Edit Edit icon
Function:
Changes the content for the selected Microsoft Teams template.
To Open this Field:
  1. In the Microsoft Teams Template field, select a template.

Message
Function:
Specifies the content of the message.
Accepted Values:
Read only.

Microsoft Teams Template Configuration screen

Specifies the content and configuration for a Microsoft Teams template.

Figure: Microsoft Teams Template Configuration screen

Microsoft Teams Template Configuration screen

Good to Know

Fields

Field NameDefinition

Microsoft Teams
Function:
Specifies the access token that connects to your Microsoft Teams service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon
Opens this Screen:
Access Token for Microsoft Teams
Function of this Screen:
Configure an access token to connect to Microsoft Teams.

Microsoft Teams Template
Function:
Specifies the name of your Microsoft Teams template.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

To
Function:
Specifies to whom to send the message.
Accepted Values:
A list of email addresses, separated by semicolons (;).
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

$MSTeamsTaskLink()
Function:
Opens the task.

This macro shows in the body of the message by default. At runtime, this macro shows as a button.

Syntax:
$MSTeamsTaskLink(Open Task)
Accepted Values:
The input for the (Open Task) parameter is one line of text that can have spaces.
Example:
  • $MSTeamsTaskLink(Open Task)

$MSTeamsProcessViewerLink()
Function:
Opens the Process Viewer.

This macro shows in the body of the message by default. At runtime, this macro shows as a button.

Syntax:
$MSTeamsProcessViewerLink(View Process)
Accepted Values:
The input for the (View Process) parameter is one line of text that can have spaces.
Example:
  • $MSTeamsProcessViewerLink(View Process)