Reject Task activity

An activity that rejects a record in Salesforce.


Reject Task activity

Configure the Reject Task activity

To configure the Reject Task activity, do the procedure in this topic.

Examples

Prerequisites

  • An approval process for an entity in Salesforce.

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 Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Reject Task activity onto your process.

    Reject Task activity

General Configuration

Specifies the basic settings for the Reject Task activity.

Figure: General Configuration screen

General Configuration screen

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

Connection Timeout (Seconds)

Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents

  • A number of seconds
Default Value:
600
Accepts Variables:
No
Limitations:

This field is available in these releases:

Reject Task Configuration screen

Configures the activity to reject a record in Salesforce.

Figure: Reject Task Configuration screen

Reject Task Configuration screen

Fields

Field NameDefinition

Salesforce

Description:
Specifies the access token that connects to your Salesforce application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Create Add Token icon

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

Approval Request ID

Description:
Specifies the approval request ID to reject.
Allowed Values:
A valid approval request ID.
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?

Approver ID

Description:
Specifies the ID of the Salesforce user who approves or rejects the record.
Allowed Values:
A valid Salesforce user ID.
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?

Comment

Description:
Specifies a comment to associate with the approval process.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Store Response in This Variable

Description:
Specifies the final result that says if a record is approved or rejected in Salesforce.
Allowed Values:
A process data variable that accepts a Boolean value, or the text true or false.
  • True - The Salesforce record is approved.
  • False - The Salesforce record is rejected.
Default Value:
None
Accepts Variables:
Yes