Update Workspace activity

An activity that changes a workspace in Monday.


Update Workspace activity

Configure the Update Workspace activity

Examples

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 Monday tab.

    Monday tab
  3. On the Monday tab, drag the Update Workspace activity onto your process.

    Drag Update Workspace activity

General Configuration

Specifies the basic settings for the Update Workspace 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

Update Workspace Configuration

Specifies the information to change a workspace in Monday.

Figure: Update Workspace Configuration screen

Update Workspace Configuration screen

Fields

Field NameDefinition

Monday

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

Create Add Token icon

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

Workspace Name Or ID

Description:
Specifies the name or ID of the workspace to change in Monday.
Allowed Values:
  • A workspace name from the list.

    When you select the access token from the Monday field, this field shows the workspace names associated with the access token.

  • An integer that represents a workspace ID.

    The workspace ID comes from Monday.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
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?

New Workspace Name

Description:
Specifies the name for the workspace to create in Monday.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
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?

Add User To Workspace

Description:
Specifies one or more email addresses of the users to add to the workspace in Monday.
Allowed Values:
A list of email addresses, separated by semicolons (;).

The email addresses must be associated with Monday users.

Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
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?

User As

Description:
Specifies the role for the users to add to the workspace in Monday.
Allowed Values:
  • Owner
  • Subscriber
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:

Add Group To Workspace

Description:
Specifies one or more group names to add to the workspace in Monday.

The group names you specify in this field must exist in Monday.

Allowed Values:
One or more group names, separated by semicolons (;).
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
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 As

Description:
Specifies the role for the groups to add to the workspace in Monday.
Allowed Values:
  • Owner
  • Subscriber
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:

Description

Description:
Specifies an optional text description for the workspace.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:
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?