DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

Microsoft Teams Notifications screen

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

Background and Setup

Prerequisites

AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 1 or higher.
Configure the Microsoft Teams AgileConnector.
For more information, refer to Microsoft Teams AgileConnector Configuration screen.

How to Start

Process Builder (Activities)

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, drag any human task activity onto your process.
Configure the human task activity.
For more information, refer to:
- Tasks (eForms) tab
- Tasks (External Forms) tab
On the configuration screen, click Advanced > Microsoft Teams Notifications.

App Builder

Click App Builder.
On the App Builder Home screen, click All Apps.
On the All Apps screen, on an app, click Edit .
On the App Details screen, click Add New > MS Teams Notification.

Microsoft Teams Configuration screen

Specifies the template to use for a message sent with Microsoft Teams.

Microsoft Teams Configuration screen — Figure: Microsoft Teams Configuration screen

Prerequisites

Before you can select an Microsoft Teams template, you must create one.
For more information, refer to Microsoft Teams Template Configuration screen.

Fields

Field Name	Definition
Assigned	Description: Specifies the name of the Microsoft Teams template to use for a message when the task is Assigned.
Reassigned	Description: Specifies the name of the Microsoft Teams template to use for a message when the task is Reassigned to new participants.
Completed	Description: Specifies the name of the Microsoft Teams template to use for a message when a task is Completed.
Cancelled	Description: Specifies the name of the Microsoft Teams template to use for a message when a task is Cancelled.
Overdue	Description: Specifies the name of the Microsoft Teams template to use for a message when a task is Overdue.
Microsoft Teams Template	Description: Specifies the Microsoft Teams template for the message. Allowed Values: A list of Microsoft Teams templates in your AgilePoint NX environment. Default Value: None A Microsoft Teams template, if one exists.
Create	Opens this Screen: Microsoft Teams Template Configuration screen Function of this Screen: Specifies the content and configuration for a Microsoft Teams template..
Edit	Function: Changes the content for the selected Microsoft Teams template. To Open this Field: In the Microsoft Teams Template field, select a template.
Message	Description: Specifies the content of the message. Allowed Values: Read only.

Microsoft Teams Template Configuration screen

Specifies the content and configuration for a Microsoft Teams template.

Microsoft Teams Template Configuration screen — Figure: Microsoft Teams Template Configuration screen

Good to Know

In most text fields, you can use process data variables as an alternative to literal data values.

Fields

Field Name	Definition
Microsoft Teams	Description: Specifies the access token that connects to your Microsoft Teams service. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Microsoft Teams Function of this Screen: Configure an access token to connect to Microsoft Teams.
Microsoft Teams Template	Description: Specifies the name of your Microsoft Teams template. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
To	Description: Specifies to whom to send the message. Allowed Values: A list of email addresses, separated by semicolons (;). Default Value: None Accepts Variables: Yes
Message	Description: Specifies the content of the message. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
$MSTeamsTaskLink()	Description: Opens the task. This macro shows in the body of the message by default. At runtime, this macro shows as a button. Syntax: $MSTeamsTaskLink(Open Task) Allowed Values: The input for the (Open Task) parameter is one line of text that can have spaces. Example: $MSTeamsTaskLink(Open Task)
$MSTeamsProcessViewerLink()	Description: Opens the Process Viewer. This macro shows in the body of the message by default. At runtime, this macro shows as a button. Syntax: $MSTeamsProcessViewerLink(View Process) Allowed Values: The input for the (View Process) parameter is one line of text that can have spaces. Example: $MSTeamsProcessViewerLink(View Process)