Create Role activity

An activity that creates a role in AgilePoint NX.

Configure the Create Role activity

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

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This activity does the same action as Roles in Manage Center.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the AgilePoint NX tab.
On the AgilePoint NX tab, drag the Create Role activity onto your process.

General Configuration

Specifies the basic settings for the Create Role activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Create Role Configuration

Specifies the configuration to create a role in AgilePoint NX.

Fields

Field Name	Definition
AgilePoint NX	Description: Specifies the access token that connects to your AgilePoint NX environment. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No
Create	Opens this Screen: Access Token for AgilePoint NX Function of this Screen: Configure an access token to connect to AgilePoint NX.
Role Name	Description: Specifies the name of the role to create. Allowed Values: One line of text that can have spaces. A process data variable. You can use App Data screen to specify a process data variable. Default Value: None Accepts Variables: Yes
Description	Description: Shows the description of the role. Allowed Values: One line of text that can have spaces. A process data variable. You can use App Data screen to specify a process data variable. Default Value: None Accepts Variables: Yes
Role Permissions	Description: Shows all the list of access rights that you can give for a role. Allowed Values: An access control from the list. Default Value: None
Left Arrow	Function: Moves the selected fields from the Roles Permission box to the Selected Permission box.
Right Arrow	Function: Moves the selected fields from the Selected Permission box to the Roles Permission box.
Select All	Description: Selects all the fields.
Selected Permission	Description: Specifies the access rights for the role. Allowed Values: A list of access controls moved from the Roles Permission box using the Left Arrow button. To remove a access control from the list, select the column, and then click the Right Arrow button. Default Value: None