Update User (AgilePoint NX) activity

An activity that changes the specified user information in AgilePoint NX.


Update User activity

Configure the Update User activity

To configure the Update User 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 AgilePoint NX tab.

    AgilePoint NX tab
  3. On the AgilePoint NX tab, drag the Update User activity onto your process.

    Update User activity

General Configuration

Specifies the basic settings for the Update User 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

Update User Configuration > User Information tab

Specifies information about the user to change in AgilePoint NX.

Figure: Update User Configuration > User Information tab

User Information tab

Fields

Field NameDefinition

AgilePoint NX
Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon
Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

User Name
Function:
Specifies the name of the user whose information to change.

When you select the access token from the AgilePoint NX field, this field shows the user names associated with the access token.

Accepted Values:
A user name from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Full Name
Function:
Specifies the full name of the user to change.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Department
Function:
Specifies the user's department to change.

The value of this field is used for the My Department view in the Work Center. For more information, refer to Tasks (Classic).

Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Manager
Function:
Specifies the user's manager to change.

The value of this field is used for the My Direct Team and My Team And Sub view in the Work Center. For more information, refer to Tasks (Classic).

Accepted Values:
A user name from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Language
Function:
Specifies the user's language to change.
Accepted Values:
A language from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Email Address
Function:
Specifies the email address of the user to change.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Title
Function:
Specifies the job title of the user to change.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Disable User
Function:
Specifies whether to change the NX user to inactive.
Accepted Values:
  • Selected - The user is not active.
  • Deselected - The user is active.
Default Value:
Deselected

Update User Configuration > User Social Account tab

Specifies the configuration to change the third-party social account information for a user in AgilePoint NX.

Figure: Update User Configuration > User Social Account tab

User Social Account tab

Fields

Field NameDefinition

AgilePoint NX
Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon
Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

User Name
Function:
Specifies the name of the user whose information to change.

When you select the access token from the AgilePoint NX field, this field shows the user names associated with the access token.

Accepted Values:
A user name from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Yammer ID
Function:
Specifies the user's Yammer ID to change.
Accepted Values:
One line of text (a string) that represents a Yammer ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Chatter ID
Function:
Specifies the user's Chatter ID to change.
Accepted Values:
One line of text (a string) that represents a Chatter ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Phone Number
Function:
Specifies the user's phone number to change.
Accepted Values:
A numeric string.
Default Value:
None
Accepts Process Data Variables:
Yes

Lync ID
Function:
Specifies the user's Lync ID to change.
Accepted Values:
One line of text (a string) that represents a Lync ID.
Default Value:
None
Accepts Process Data Variables:
Yes