Schedule Meeting activity

An activity that creates a meeting in Microsoft Teams.


Schedule Meeting activity

Configure the Schedule Meeting activity

To configure the Schedule Meeting 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 Process Builder, in the Activity Library, open the Microsoft Teams tab.

    Open Microsoft Teams tab
  3. On the Microsoft Teams tab, drag the Schedule Meeting activity onto your process.

    Drag Schedule Meeting activity

General Configuration

Specifies the basic settings for the Schedule Meeting 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 NameDefinition

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

Schedule Meeting Configuration > Configuration tab

Specifies the information to schedule the meeting in Microsoft Teams.

Figure: Schedule Meeting Configuration > Configuration tab

Schedule Meeting Configuration Configuration tab

Fields

Field NameDefinition

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

Title
Function:
Specifies the subject of the meeting.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Location
Function:
Specifies the location for the meeting.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Store ID in This Variable
Function:
Specifies a process data variable to store the ID associated with the meeting in Microsoft Teams.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
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?

Store Joining URL in This Variable
Function:
Specifies a process data variable to store the Microsoft Teams invitation URL to join the meeting.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
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?

Schedule Meeting Configuration > Duration tab

Specifies information about the time and location to schedule the meeting in Microsoft Teams.

Figure: Schedule Meeting Configuration > Duration tab

Schedule Meeting Configuration Duration tab

Fields

Field NameDefinition

Start Date
Function:
Specifies the start date and time for the meeting.
Accepted Values:
  • Custom - Uses a process data variable to specify a dynamic date and time.
  • Static - Uses date and time fields to select a specific date and time.
  • Now - Specifies that the meeting starts at the time the process activity executes at runtime.
Default Value:
None

End Date
Function:
Specifies the end date and time for the meeting.
Accepted Values:
  • Custom - Uses a process data variable to specify a dynamic date and time.
  • Static - Uses date and time fields to select a specific date and time.
Default Value:
None

Time Zone
Function:
Specifies the time zone for the meeting schedule.
Accepted Values:
A time zone from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Reminder
Function:
Specifies the time, day, or week to set a reminder for the meeting.
Accepted Values:
A time, day, or week from the list.
Default Value:
15 minutes
Accepts Process Data Variables:
No

Attendees
Function:
Specifies the user names, user IDs, or e-mail addresses of the Microsoft Teams users assigned to the meeting.
Accepted Values:
One or more user names, user IDs, or e-mail addresss in Microsoft Teams, separated by semicolons (;).
Default Value:
None
Accepts Process Data Variables:
Yes

Schedule Meeting Configuration > Details tab

Specifies the information about the meeting in Microsoft Teams.

Figure: Schedule Meeting Configuration > Details tab

Schedule Meeting Configuration Details tab

Fields

Field NameDefinition

Details
Function:
Specifies the content of your meeting in Microsoft Teams.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes