Add Delegate (Exchange Server) activity

An activity that adds a delegate in Microsoft Outlook.


Add Delegate activity

Configure the Add Delegate activity

To configure the Add Delegate activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

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


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Exchange Server tab.

    Open Exchange Server tab
  3. On the Exchange Server tab, drag the Add Delegate activity onto your process.

    Drag Add Delegate activity

General Configuration

Specifies the basic settings for the Add Delegate activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

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

Add Delegate Configuration > Delegation Details

Specifies the information to add a delegate in Microsoft Outlook.

Figure: Add Delegate Configuration > Delegation Details tab

Add Delegate Configuration Delegation Details tab

Fields

Field NameDefinition

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

Create Add Token icon

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

Delegate From User Email ID

Function:
Specifies the e-mail address of the delegate user.
Accepted Values:
  • A text string in email address format.
  • Other User Email ID - Specifies an e-mail address of a user that is not specified in the access token, but is within the same Exchange Server domain.
  • Choose from Access Token - Specify the e-mail address of the user account specified in the access token.

    To access this field, click Other User Email ID.

Default Value:
None
Accepts Process Data Variables:
Yes

Password

Function:
Specifies a password for the e-mail account of the delegate user.
Accepted Values:
A valid password.
Default Value:
None
Accepts Process Data Variables:
No

Delegate To User Email ID

Function:
Specifies the e-mail address of the delegate.
Accepted Values:
A text string in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Delegate Configuration > Delegation Permissions

Specifies the configuration to add delegate permissions to read items in your folders or to read, create, change, and delete items.

Figure: Add Delegate Configuration > Delegation Permissions tab

Add Delegate Configuration Delegation Permissions tab

Fields

Field NameDefinition

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

Create Add Token icon

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

Calendar

Function:
Specifies the delegate permission for your Calendar folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Tasks

Function:
Specifies the delegate permission for your Tasks folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Inbox

Function:
Specifies the delegate permission for your Inbox folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Contacts

Function:
Specifies the delegate permission for your Contacts folder.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Notes

Function:
Specifies the delegate permission for the Exchange user's notes.
Accepted Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Process Data Variables:
No

Delegate receives copies of meeting-related messages sent to me

Function:
Specifies whether the delegate receives copies of your meeting-related notifications.
Accepted Values:
  • Selected - The delegate receives copies of your meeting-related notifications.
  • Deselected - The delegate does not receive copies of your meeting-related notifications.
Default Value:
Deselected
Accepts Process Data Variables:
No

Delegate can see my private items

Function:
Specifies if the delegate can see your private information in appointments, meetings, tasks, and contacts.
Accepted Values:
  • Selected - The delegate can see your private information.
  • Deselected - The delegate cannot see your private information.
Default Value:
Deselected
Accepts Process Data Variables:
No