Find Journal Entry activity

An activity that gets journal entry information from Microsoft Outlook.


Find Journal Entry activity

Configure the Find Journal activity

To configure the Find Journal Entry 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 Find Journal Entry activity onto your process.

    Drag Find Journal Entry activity

General Configuration

Specifies the basic settings for the Find Journal Entry 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

Find Journal Entry Configuration

Specifies the configuration to get information about the journal entry.

Figure: Find Journal Entry Configuration screen

Find Journal Entry Configuration screen

Fields

Field Name Definition

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.

Journal Entry ID

Function:
Specifies the ID of the journal entry.

The journal ID comes from Microsoft Exchange Server.

Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Journal Entry Subject

Function:
Specifies a process data variable that stores the subject of the journal entry.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Journal Entry Body

Function:
Specifies a process data variable that stores the body of the journal entry.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Start Date

Function:
Specifies a process data variable that stores the start date of the journal entry.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

End Date

Function:
Specifies a process data variable that stores the end date of the journal entry.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Company Name

Function:
Specifies a process data variable that stores the name of the user's organization.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Entry Type

Function:
Specifies a process data variable that stores the type of journal entry to record such as a phone call, task, or meeting request.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes