Create Chat Thread activity

An activity that creates a chat thread in Microsoft Teams.


Create Chat Thread activity

Configure the Create Chat Thread activity

To configure the Create Chat Thread 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 Microsoft Teams tab.

    Open Microsoft Teams tab
  3. On the Microsoft Teams tab, drag the Create Chat Thread activity onto your process.

    Drag Create Chat Thread activity

General Configuration

Specifies the basic settings for the Create Chat Thread 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

Create Chat Thread Configuration

Specifies the information to create a chat thread in Microsoft Teams.

Figure: Create Chat Thread Configuration > Configuration tab

Create Chat Thread Configuration Configuration tab

Fields

Field Name Definition

Microsoft Teams

Function:
Specifies the access token that connects to your Microsoft Teams service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Microsoft Teams
Function of this Screen:
Configure an access token to connect to Microsoft Teams.

Team

Function:
Specifies the team name in Microsoft Teams.
Accepted Values:
A team name from the list.

When you select the access token from the Microsoft Teams field, this field shows the team names associated with the access token.

Default Value:
None
Accepts Process Data Variables:
Yes

Channel

Function:
Specifies the Microsoft Teams channel in which to create a chat thread.
Accepted Values:
A channel name from the list.
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?

Chat Thread Content

Function:
Specifies the content of your chat thread in Microsoft Teams.
To Open this Field:
  1. On the Create Chat Thread Configuration screen, click the Chat Thread Content tab.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes