Edit Group activity

An activity that change the group lead and users of a group in AgilePoint NX.


Edit Group activity

Configure the Edit Group activity

To configure the Edit Group 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 Edit Group activity onto your process.

    Drag Edit Group activity

General Configuration

Specifies the basic settings for the Edit Group 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 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

Edit Group Configuration

Specifies the configuration to change a group in AgilePoint NX.

Figure: Edit Group Configuration screen

Edit Group 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.

Group Name

Function:
Specifies the name of a group.
Accepted Values:
  • A group name from the list.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None

Description

Function:
A description of the group.
Accepted Values:
More than one line of text.
Default Value:
None

Group Lead

Function:
Shows the name of the manager or head of the organizational unit for the group.
Accepted Values:
A valid group lead name.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Group Members

Function:
Specifies the names of the member in a group.
Accepted Values:
  • A list of valid group member names, separated by semicolons (;).
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes