Post Chat Message activity

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

Configure the Post Chat Message activity

To configure the Post Chat Message activity, do the procedure in this topic.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Slack tab.
On the Slack tab, drag the Post Chat Message activity onto your process.

General Configuration

Specifies the basic settings for the Post Chat Message activity.

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

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:

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.

Fields

Field Name	Definition
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	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.

Fields

Field Name	Definition
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	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.

Fields

Field Name	Definition
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	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: 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: 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: 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?