Create Board activity

An activity that creates a board in Trello.

Configure the Create Board activity

To configure the Create Board activity, do the procedure in this topic.

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

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 Trello tab.
On the Trello tab, drag the Create Board activity onto your process.

General Configuration

Specifies the basic settings for the Create Board 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

Create Board

Specifies the information about the board to create in Trello.

Fields

Field Name	Definition
Trello	Function: Specifies the access token that connects to your Trello service. Accepted Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Trello Function of this Screen: Configure an access token to connect to Trello.
Team	Function: Specifies the team for which to create the new board. Accepted Values: A valid team name in Trello. Default Value: None
Board Name	Function: Specifies the name for the board to create. Accepted Values: A valid board name in Trello. Default Value: None 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?
Permission Level	Function: Specifies the permission levels for the board. Accepted Values: Org - Specifies that the board is visible only to the members of team or organization. Private - Specifies that the board is private and only people added to the board can view and edit it. Public - Specifies that the board is public and it is visible to anyone with the link and will show up in search engines. Only people added to the board can edit it. Default Value: None
Invitation	Function: Specifies the type of members that can invite users to join the board. Accepted Values: Admins Members Default Value: None
Voting Permission	Function: Specifies who can vote on the board. Accepted Values: Disabled - No one is allowed to vote. Members - Allow admins and normal members to vote. Observers - Allow admins, normal members, and observers to vote. Org - Allow admins, normal members, observers, and team members to comment. Public - Allow any Trello member to comment. This option is only available for public boards. Default Value: None
Comment Permission	Function: Specifies who can put comments on the cards on a board Accepted Values: Disabled - No one is allowed to comment. Members - Allow admins and normal members to comment. Observers - Allow admins, normal members, and observers to comment. Org - Allow admins, normal members, observers, and team members to comment. Public - Allow any Trello member to comment. This option is only available for public boards. Default Value: None
Background Color	Function: Specifies the custom background color. Accepted Values: A color from the list An HTML color code Default Value: None
Card Aging Type	Function: Specifies the type of card aging for the board, if applicable. Accepted Values: Pirate Regular Default Value: None
Use Default Label	Function: Specifies whether to use the default set of labels for the board. Accepted Values: Selected - Uses the default set of labels for the board. Deselected - Lets you use custom labels for the board. Default Value: Selected
Use Default List	Function: Specifies whether to use the default set of lists for the board. Accepted Values: Selected - Uses the default set of lists for the board. Deselected - Lets you use custom lists for the board. Default Value: Deselected
Self Join	Function: Specifies whether the user can join a board with no invitation. Accepted Values: Selected - Users can join a board with no invitation. Deselected - Users must have an invitation to join a board. Default Value: Selected
Enable Card Covers	Function: Specifies whether the card covers are active. Accepted Values: Selected - Card covers are activated. Deselected - Card covers are not activated. Default Value: Selected

Create Board Configuration > Response tab

Configures the response settings for a Trello board.

Field Name	Definition
Response ID	Function: Specifies a process data variable to store the ID associated with the board in Trello. 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?
Response URL	Function: Specifies a process data variable to store the URL that opens your board in Trello. Accepted Values: A process data variable. Default Value: None 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?

Field Name

Definition

Response ID

Function:: Specifies a process data variable to store the ID associated with the board in Trello.
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?

Response URL

Function:: Specifies a process data variable to store the URL that opens your board in Trello.
Accepted Values:: A process data variable.
Default Value:: None
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?