Create User (AgilePoint NX) activity

An activity that creates a user in AgilePoint NX.


Create User activity

Configure the Create User activity

To configure the Create User activity, do the procedure in this topic.

Prerequisites

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 User activity onto your process.

    Drag Create User activity

General Configuration

Specifies the basic settings for the Create User 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 User Configuration > User Information

Specifies the configuration to create a user in AgilePoint NX.

Figure: Create User Configuration > User Information tab

Create User Configuration User Information tab

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.

User Name

Function:
Specifies the name of the user to create in AgilePoint NX.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Full Name

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

Manager

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

Department

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

Language

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

Email Address

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

Create User Configuration > User Social Account

Specifies the configuration to add the users third-party social account information in AgilePoint NX.

Figure: Create User Configuration > User Social Account tab

Create User Configuration User Social Accounts tab

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.

Yammer ID

Function:
Specifies the user's Yammer ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Chatter ID

Function:
Specifies the user's Chatter ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Phone Number

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

Lync Id

Function:
Specifies the user's Lync ID.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes