Yammer Notifications screen

Sends a Yammer notification from a human task activity when an event occurs in a process.

Background and Setup

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, drag any human task activity onto your process.

    Drag Any Human Task Activity
  3. Configure the human task activity.

    For more information, refer to:

  4. On the configuration screen, click Advanced > Yammer Notifications.

    Click Yammer Notifications

Yammer Configuration screen

Specifies the content of a message template for a message sent with Yammer.

Figure: Yammer Configuration screen

Yammer Configuration screen

Prerequisites

Fields

Field NameDefinition

Assigned
Function:
Specifies the name of a Yammer template used to send a message when the task is Assigned.

Reassigned
Function:
Specifies the name of a Yammer template used to send a message when the task is Reassigned to new participants.

Completed
Function:
Specifies the name of a Yammer template used to send a message when a task is Completed.

Cancelled
Function:
Specifies the name of a Yammer template used to send a message when a task is Cancelled.

Overdue
Function:
Specifies the name of a Yammer template used to send a message when a task is Overdue.

Yammer Template
Function:
Specifies the Yammer template you want to use for the message.
Accepted Values:
A list of Yammer templates in the system.
Default Value:
  • None
  • A Yammer template, if one exists.

Create Add New SMS Template icon
Opens this Screen:
Yammer Template Configuration screen
Function of this Screen:
Specifies the content of Yammer template. A Yammer template determines template name, message, and other aspects of an automated Yammer template sent from AgilePoint NX..

Edit Edit icon
Function:
Changes the content for the selected Yammer template.
To Open this Field:
  1. In the Yammer Template field, select a template.

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

Attachment
Function:
Specifies the file you want to include in your message.
Accepted Values:
The full path and file name for the attachment you want to include.
  • This field supports a single attachment with maximum size of 5 MB.
  • The absolute path to the file must be on the AgilePoint Server machine or SharePoint server.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

Post Message to
Function:
Specifies to whom to send the message.
Accepted Values:
  • Task Participants - Sends the message to the Yammer accounts of the participants for the activity.
  • Yammer Group - Sends the message to a specified Yammer group.
Default Value:
Task Participants
Accepts Process Data Variables:
No

Yammer Template Configuration screen

Specifies the content of Yammer template. A Yammer template determines template name, message, and other aspects of an automated Yammer template sent from AgilePoint NX.

Figure: Yammer Template Configuration screen

Yammer Template Configuration screen

Good to Know

Fields

Field NameDefinition

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

Yammer Template Name
Function:
Specifies the name of your Yammer template.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

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

Attachment
Function:
Specifies the file you want to include in your message.
Accepted Values:
The full path and file name for the attachment you want to include.
  • This field supports a single attachment with maximum size of 5 MB.
  • The absolute path to the file must be on the AgilePoint Server machine or SharePoint server.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

Post Message to
Function:
Specifies to whom to send the message.
Accepted Values:
  • Task Participants - Sends the message to the Yammer accounts of the participants for the activity.
  • Yammer Group - Sends the message to a specified Yammer group.
Default Value:
Task Participants
Accepts Process Data Variables:
No