Post Chat Message activity

An activity that posts a message to a channel or direct message in Slack.


Post Chat Message activity

Configure the Post Chat Message activity

To configure the Post Chat Message 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 Process Builder, in the Activity Library, open the Slack tab.

    Open Slack tab
  3. On the Slack tab, drag the Post Chat Message activity onto your process.

    Drag Post Chat Message activity

General Configuration

Specifies the basic settings for the Post Chat Message 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

Post Chat Message Configuration > Basic tab

Specifies the Slack message to post.

Figure: Post Chat Message Configuration > Basic tab

Post Chat Message Configuration Basic tab

Fields

Field NameDefinition

Slack

Function:
Specifies the access token that connects to your Slack 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 Slack
Function of this Screen:
Configure an access token to connect to Slack.

Use Bot Access Token

Function:
Specifies whether to use a bot access token that connects to your Slack service.
Accepted Values:
  • Selected - Uses a bot access token to connect to your Slack service.
  • Deselected - Uses a Slack application or custom integration access token to connect to your Slack service.
Default Value:
Deselected
Accepts Process Data Variables:
Yes

Public

Function:
Specifies if the channel is open to all users.
Accepted Values:
  • Selected - The channel for conversations that are open to all Slack users to see and join the channel.
  • Deselected - The channel is private or direct message.
Default Value:
Selected
Accepts Process Data Variables:
No

Private

Function:
Specifies if the channel is used for topics that are sensitive or confidential, or limited to a small group of users.
Accepted Values:
  • Selected - The channel members can see the content of this channel.
  • Deselected - The channel is public or direct message.
Default Value:
Deselected
Accepts Process Data Variables:
No

User

Function:
Specifies to communicate with a Slack user directly.
Accepted Values:
  • Selected - Communicates with a Slack user directly.
  • Deselected - Communicates with Slack user through public or private channel.
Default Value:
Deselected
Accepts Process Data Variables:
No

Channel

Function:
Specifies the name of the channel or a process data variable that contains the channel ID.
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?

Text Message

Function:
Specifies the text of the message to send.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Timestamp Response

Function:
Specifies a process data variable that stores the timestamp ID of the message to be sent, deleted, or changed.
Accepted Values:
A process data variable that accepts an alphanumeric string in date-time format.
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?

Post Chat Message Configuration > Advanced tab

Specifies the resources to a message, such as URL of an image, footer, and author icon.

Figure: Post Chat Message Configuration > Advanced tab

Post Chat Message Configuration Advanced tab

Fields

Field NameDefinition

Slack

Function:
Specifies the access token that connects to your Slack 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 Slack
Function of this Screen:
Configure an access token to connect to Slack.

Use Bot Access Token

Function:
Specifies whether to use a bot access token that connects to your Slack service.
Accepted Values:
  • Selected - Uses a bot access token to connect to your Slack service.
  • Deselected - Uses a Slack application or custom integration access token to connect to your Slack service.
Default Value:
Deselected
Accepts Process Data Variables:
Yes

Public

Function:
Specifies if the channel is open to all users.
Accepted Values:
  • Selected - The channel for conversations that are open to all Slack users to see and join the channel.
  • Deselected - The channel is private or direct message.
Default Value:
Selected
Accepts Process Data Variables:
No

Private

Function:
Specifies if the channel is used for topics that are sensitive or confidential, or limited to a small group of users.
Accepted Values:
  • Selected - The channel members can see the content of this channel.
  • Deselected - The channel is public or direct message.
Default Value:
Deselected
Accepts Process Data Variables:
No

User

Function:
Specifies to communicate with a Slack user directly.
Accepted Values:
  • Selected - Communicates with a Slack user directly.
  • Deselected - Communicates with Slack user through public or private channel.
Default Value:
Deselected
Accepts Process Data Variables:
No

Channel

Function:
Specifies the name of the channel or a process data variable that contains the channel ID.
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?

Add

Function:
Lets you add resources to a message, such as the URL of an image, a footer, or an author icon.

Post Chat Message Configuration > As User Configuration tab

Configures who is the message sender.

Figure: Post Chat Message Configuration > As User Configuration tab

Post Chat Message Configuration As User Configuration tab

Fields

Field NameDefinition

Slack

Function:
Specifies the access token that connects to your Slack 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 Slack
Function of this Screen:
Configure an access token to connect to Slack.

Use Bot Access Token

Function:
Specifies whether to use a bot access token that connects to your Slack service.
Accepted Values:
  • Selected - Uses a bot access token to connect to your Slack service.
  • Deselected - Uses a Slack application or custom integration access token to connect to your Slack service.
Default Value:
Deselected
Accepts Process Data Variables:
Yes

Public

Function:
Specifies if the channel is open to all users.
Accepted Values:
  • Selected - The channel for conversations that are open to all Slack users to see and join the channel.
  • Deselected - The channel is private or direct message.
Default Value:
Selected
Accepts Process Data Variables:
No

Private

Function:
Specifies if the channel is used for topics that are sensitive or confidential, or limited to a small group of users.
Accepted Values:
  • Selected - The channel members can see the content of this channel.
  • Deselected - The channel is public or direct message.
Default Value:
Deselected
Accepts Process Data Variables:
No

User

Function:
Specifies to communicate with a Slack user directly.
Accepted Values:
  • Selected - Communicates with a Slack user directly.
  • Deselected - Communicates with Slack user through public or private channel.
Default Value:
Deselected
Accepts Process Data Variables:
No

Channel

Function:
Specifies the name of the channel or a process data variable that contains the channel ID.
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?

As User

Function:
Specifies who the message is from.
Accepted Values:
  • Selected - Sends the message from the user who created the token.
  • Deselected - Sends the message from a bot. The image icon comes from your custom integration or Slack application.
Default Value:
Deselected

User Name

Function:
Specifies your bot user name or the custom name to send a message with this name.
To Open this Field:
  1. Deselect As User.
Accepted Values:
A valid bot user name or your custom name.
Default Value:
None
Accepts Process Data Variables:
Yes

Icon URL

Function:
Specifies the URL of an image to use as the icon for the message.
To Open this Field:
  1. Deselect As User.
Accepted Values:
A valid image URL.
Default Value:
None
Accepts Process Data Variables:
Yes

Emoji URL

Function:
Specifies an Emoji URL to use as the icon for the message.
To Open this Field:
  1. Deselect As User.
Accepted Values:
A valid Emoji URL.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Timestamp Response

Function:
Specifies a process data variable that stores the timestamp ID of the message to be sent, deleted, or changed.
Accepted Values:
A process data variable that accepts an alphanumeric string in date-time format.
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?