Create Meeting (Zoom) activity

An activity that creates a meeting in Zoom.


Create Meeting activity

Configure the Create Meeting activity

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

Examples

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 Zoom tab.

    Open Zoom tab
  3. On the Zoom tab, drag the Create Meeting activity onto your process.

    Drag Create Meeting activity

General Configuration

Specifies the basic settings for the Create 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

Create Meeting Configuration > Meeting Details tab

Specifies the necessary information to schedule the meeting in Zoom.

Figure: Create Meeting Configuration > Meeting Details tab

Create Meeting Configuration Meeting Details tab

Fields

Field NameDefinition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID / Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Topic
Function:
Specifies the subject of the meeting.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Example:
Refer to:

Date and Time
Function:
Specifies the date and time to start the meeting in Zoom.
Accepted Values:
A valid date and time
Default Value:
None
Example:
Refer to:

Duration
Function:
Specifies the maximum amount of time for the meeting.
Accepted Values:
A number of hours, minutes, or both.
Default Value:
None
Example:
Refer to:

Time Zone
Function:
Specifies the time zone for the meeting schedule.
Accepted Values:
A time zone from the list.
Default Value:
None
Example:
Refer to:

Recurring Meeting
Function:
Specifies whether the meeting occurs more than one time.
Accepted Values:
  • Selected - The meeting occurs more than one time.
  • Deselected - The meeting only occurs one time.
Default Value:
Deselected

Recurrence
Function:
Specifies the time period for the meeting to reoccur.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
  • Daily - Specifies the days the meeting occurs.
  • Weekly - Specifies the days of the week the meeting occurs.
  • Monthly - Specifies the day of the month the meeting occurs.
Default Value:
None

Repeat Every
Function:
Specifies the number of time units the meeting reoccurs.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
An integer.
Default Value:
None

End Date
Function:
Specifies the date to stop a recurring meeting.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
  • By - Specifies the date to stop.
  • After - Specifies the number of times the meeting occurs before it stops.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Meeting Configuration > Video Options (while joining) tab

Specifies the video options to schedule the meeting in Zoom.

Figure: Create Meeting Configuration > Video Options (while joining) tab

Create Meeting Configuration Video Options While Joining tab

Fields

Field NameDefinition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID / Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Host
Function:
Specifies whether the video for the host turns on the host joins the meeting.
Accepted Values:
  • On - Turn on the host's video.
  • Off - Turn off the host's video.
Default Value:
Off

Participants
Function:
Specifies if the participant's video is to turn on or off when the participants join the meeting in Zoom.
Accepted Values:
  • On - Turn on the participant video.
  • Off - Turn off the participant video.
Default Value:
Off

Create Meeting Configuration > Audio Options tab

Specifies the audio options to schedule the meeting in Zoom.

Figure: Create Meeting Configuration > Audio Options tab

Create Meeting Configuration Audio Options tab

Fields

Field NameDefinition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID / Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Audio options
Function:
Specifies the audio device to use in the meeting.
Accepted Values:
  • Telephone Only - Partcipants can connect to the meeting audio only with telephone.
  • Computer Audio Only - Partcipants can connect to the meeting audio only with a computer.
  • Both - Partcipants can connect to the meeting audio with either a telephone or a computer.
Default Value:
None

Create Meeting Configuration > Meeting Options tab

Specifies the meeting options to schedule the meeting in Zoom.

Figure: Create Zoom Meeting Configuration > Meeting Options tab

Create Zoom Meeting Configuration Meeting Options tab

Fields

Field NameDefinition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID / Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Alternative Hosts
Function:
Specifies the alternative user ID or e-mail address to start the meeting in Zoom, if the host is not available.
Accepted Values:
One or more valid e-mail addresses.

Separate e-mail addresses with a semicolon (;).

Default Value:
None
Accepts Process Data Variables:
Yes

Auto Generated Password
Function:
Specifies whether participants must enter the meeting password to join.

The host must give the meeting link, and the meeting password to the participants. Follow the policies for your organization for storing and transferring this password.

When you select this option, the password text box shows to enter the meeting password.

To prevent uninvited participants from entering your meeting (sometimes called "Zoombombing") AgilePoint recommends you configure your meeting to use an Auto Generated Password.

Accepted Values:
A valid password.
Default Value:
None

Enable join before host
Function:
Specifies if the participants can join the meeting before the host joins.
Accepted Values:
  • Deselected - The participants can join the meeting.
  • Selected - The participants can not join the meeting.
Default Value:
Deselected

Mute participants upon entry
Function:
Specifies whether participants' microphones are muted when they join the meeting.
Accepted Values:
  • Deselected - The participants' microphones are enabled.
  • Selected - The participants' microphones are muted.
Default Value:
Deselected

Enable Waiting Room
Function:
Specifies whether to let the host to control when a participant joins the meeting.
Accepted Values:
  • Deselected - Lets the host control when a participant joins the meeting.
  • Selected - Participants can join the meeting without waiting for host approval.
Default Value:
Deselected
Limitations:

This field is available in these releases:

Create Meeting Configuration > Response Mapping tab

Specifies to store the information about the Zoom meeting in process data variables.

Figure: Create Meeting Configuration > Response Mapping tab

Create Zoom Meeting Configuration Response Mapping tab

Fields

Field NameDefinition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID / Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Map Response to AgilePoint Schema
Function:
Maps information about the meeting from the Zoom data model to your process schema.
To Open this Field:
  1. Click the Response tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None
Example:
Refer to: