Create Plan activity
Full documentation coming soon.
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Configure the Create Plan activity
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 Software Update 1 or higher.
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:
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 Microsoft Planner tab.
- On the Microsoft Planner tab,
drag the Create Plan
activity onto your process.
General Configuration
Specifies the basic settings for the Create Plan activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Create Plan Configuration
Full documentation coming soon.
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