Create Plan activity

An activity that creates a plan in Microsoft Planner.

Configure the Create Plan activity

Examples

(External) AgilePoint NX Connector For Microsoft Planner.
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.

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:
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 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.

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 Plan Configuration

Specifies the information to create a plan in Microsoft Planner.

Fields

Field Name	Definition
Microsoft Planner	Description: Specifies the access token that connects to Microsoft Planner. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner.
Create	Opens this Screen: Access Token for Microsoft 365 Function of this Screen: Configure an access token to connect to Microsoft 365. Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner.
Plan Name	Description: Specifies the name of the plan to create in Microsoft Planner. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Special characters Default Value: None Accepts Variables: Yes Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner. 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?
Group Name Or ID	Description: Specifies the name or ID of the Microsoft Planner group in which to create the plan. Allowed Values: A group name from the list. When you select the access token from the Microsoft Planner field, this field shows the group names associated with the access token. One line of text (a string) represents a group name. If the group name entered in this field does not exist in the Microsoft Planner environment, when this activity runs, the activity creates the group with the name specified in this field. An alphanumeric string that represents a group ID. The group ID comes from Microsoft Planner. Default Value: None Accepts Variables: Yes Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner. 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?
Privacy	Description: Specifies the privacy settings for the plan in Microsoft Planner. Allowed Values: Public - All users in Microsoft Planner can access the plan. Private - Only specified users in Microsoft Planner can access the plan. Default Value: None Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner. Limitations: In the Group Name Or ID field, if you select a group, this field is disabled.
Store Plan ID In This Variable (String)	Description: Specifies a variable to store the ID of the plan. The plan ID comes from Microsoft Planner. Allowed Values: A variable. Format: String Accepted: Letters Numbers Special characters Not Accepted: Spaces Default Value: None Accepts Variables: Yes Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner. 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?
Store Group ID In This Variable (String)	Description: Specifies a variable to store the ID of the group. The group ID comes from Microsoft Planner. Allowed Values: A variable. Format: String Accepted: Letters Numbers Special characters Not Accepted: Spaces Default Value: None Accepts Variables: Yes Example: Refer to: (External) AgilePoint NX Connector For Microsoft Planner. 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?