Invite To Channel activity

An activity that invites team members to a Slack channel.

Configure the Invite To Channel activity

To configure the Invite To Channel 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.
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?
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:
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?

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

General Configuration

Specifies the basic settings for the Invite To Channel 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

Channel Invite Configuration

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

Fields

Field Name	Definition
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	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: AgilePoint NX OnDemand (public cloud) AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher