Create User (AgilePoint NX) activity

An activity that creates a user in AgilePoint NX.


Create User activity

Configure the Create User activity

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

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 AgilePoint NX tab.

    AgilePoint NX tab
  3. On the AgilePoint NX tab, drag the Create User activity onto your process.

    Drag Create User activity

General Configuration

Specifies the basic settings for the Create User 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

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

Create User Configuration > User Information

Specifies the configuration to create a user in AgilePoint NX.

Figure: Create User Configuration > User Information tab

Create User Configuration User Information tab

Fields

Field NameDefinition

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 Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

User Name

Description:
Specifies the name of the user to create in AgilePoint NX.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Full Name

Description:
Specifies the full name of the user.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Manager

Description:
Specifies the user's manager.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Department

Description:
Specifies the user's department.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Language

Description:
Specifies the user's language.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Email Address

Description:
The user's e-mail address.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Create User Configuration > User Social Account

Specifies the configuration to add the users third-party social account information in AgilePoint NX.

Figure: Create User Configuration > User Social Account tab

Create User Configuration User Social Accounts tab

Fields

Field NameDefinition

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 Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

Viva Engage ID

Description:
Specifies the user's Viva Engage ID.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Chatter ID

Description:
Specifies the user's Chatter ID.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes

Phone Number

Description:
Specifies the user's phone number.
Allowed Values:
Default Value:
None
Accepts Variables:
Yes