Create User (AgilePoint NX) activity

Configure the Create User activity

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

Prerequisites

AgilePoint NX OnPremises or AgilePoint NX Private Cloud.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This activity does the same action as Create New User screen in Manage Center.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the AgilePoint NX tab.
On the AgilePoint NX tab, drag the Create User activity onto your process.

General Configuration

Specifies the basic settings for the Create User activity.

Good to Know

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

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

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.

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	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: One line of text that can have spaces A process data variable. Default Value: None Accepts Process Data Variables: Yes
Full Name	Function: Specifies the full name of the user. Accepted Values: One line of text that can have spaces. A process data variable. Default Value: None Accepts Process Data Variables: Yes
Manager	Function: Specifies the user's manager. Accepted Values: The user name of the manager. A process data variable. Default Value: None Accepts Process Data Variables: Yes
Department	Function: Specifies the user's department. Accepted Values: One line of text that can have spaces. A process data variable. Default Value: None Accepts Process Data Variables: Yes
Language	Function: Specifies the user's language. Accepted Values: A valid language from the list. A process data variable. Default Value: None Accepts Process Data Variables: Yes
Email Address	Function: The user's e-mail address. Accepted Values: One line of text (a string) in email address format. A process data variable. 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.

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	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: One line of text (a string) that represents a Yammer ID A process data variable. Default Value: None Accepts Process Data Variables: Yes
Chatter ID	Function: Specifies the user's Chatter ID. Accepted Values: One line of text (a string) that represents a Chatter ID. A process data variable. Default Value: None Accepts Process Data Variables: Yes
Phone Number	Function: Specifies the user's phone number. Accepted Values: A numeric string A process data variable. Default Value: None Accepts Process Data Variables: Yes