Chatter Notifications screen

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

Chatter Configuration screen

Specifies the content and configuration for a Chatter template.

Figure: Chatter Configuration screen

Chatter Configuration screen

Prerequisites

Fields

Field NameDefinition

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

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

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

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

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

Chatter Template
Description:
Specifies the Chatter template for the message.
Allowed Values:
A list of Chatter templates in the system.
Default Value:
  • None
  • A Chatter template, if one exists

Create Add New SMS Template icon
Opens this Screen:
Chatter Template Configuration screen
Function of this Screen:
Specifies the content of a Chatter template.

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

Message
Description:
Specifies the content of the message.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Attachment
Description:
Specifies the file you want to include in your message.
Allowed 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 Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

Post Message to
Description:
Specifies to whom to send the message.
Allowed Values:
Default Value:
Task Participants
Accepts Variables:
No

Chatter Template Configuration screen

Specifies the content of a Chatter template.

Figure: Chatter Template Configuration screen

Salesforce Chatter Template Configuration screen

Fields

Field NameDefinition

Chatter
Description:
Specifies the access token that connects to your Salesforce Chatter application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None

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

Chatter Template Name
Description:
Specifies the name of your Chatter template.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Message
Description:
Specifies the content of the message.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Attachment
Description:
Specifies the file you want to include in your message.
Allowed 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 Variables:
Yes
Example:
  • C:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc

Post Message to
Description:
Specifies to whom to send the message.
Allowed Values:
Default Value:
Task Participants
Accepts Variables:
No