Create Role activity

An activity that creates a role in AgilePoint NX.


Create Role activity

Configure the Create Role activity

To configure the Create Role 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 AgilePoint NX tab.

    AgilePoint NX tab
  3. On the AgilePoint NX tab, drag the Create Role activity onto your process.

    Drag Create Role activity

General Configuration

Specifies the basic settings for the Create Role 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 Role Configuration

Specifies the configuration to create a role in AgilePoint NX.

Figure: Create Role Configuration screen

Create Role Configuration screen

Fields

Field Name Definition

AgilePoint NX

Function:
Specifies the access token that connects to your AgilePoint NX environment.
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 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 create.
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

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 Permissions

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