Invite To Channel activity

An activity that invites team members to a Slack channel.


Invite To Channel activity

Configure the Invite To Channel activity

To configure the Invite To Channel activity, do the procedure in this topic.

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 Slack tab.

    Open Slack tab
  3. On the Slack tab, drag the Invite To Channel activity onto your process.

    Drag Invite To Channel activity

General Configuration

Specifies the basic settings for the Invite To Channel 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

Channel Invite Configuration

Specifies information about the team members to invite to a channel.

Figure: Channel Invite Configuration screen

Channel Invite Configuration screen

Fields

Field NameDefinition

Slack

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

Create Add Token icon

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

Public

Description:
Specifies if the channel is open to all users.
Allowed Values:
  • Selected - The channel for conversations that are open to all Slack users to see and join the channel.
  • Deselected - The channel is private or direct message.
Default Value:
Selected
Accepts Variables:
No

Private

Description:
Specifies if the channel is used for topics that are sensitive or confidential, or limited to a small group of users.
Allowed Values:
  • Selected - The channel members can see the content of this channel.
  • Deselected - The channel is public or direct message.
Default Value:
Deselected
Accepts Variables:
No

Channel

Description:
Specifies the name of the channel or a process data variable that contains the channel ID.
Allowed Values:
A channel name from the list.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Send Invites To

Description:
Specifies the name or ID of the Slack user to join your Slack channel.
Allowed Values:
A Slack user name from the list.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Support for user names in this field is available in these releases: