Update Delegate (Exchange Server) activity

An activity that changes a delegate in Microsoft Outlook.


Update Delegate activity

Configure the Update Delegate activity

To configure the Update Delegate activity, do the procedure in this topic.

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 Exchange Server tab.

    Open Exchange Server tab
  3. On the Exchange Server tab, drag the Update Delegate activity onto your process.

    Drag Update Delegate activity

General Configuration

Specifies the basic settings for the Update Delegate 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 Delegate Configuration > Delegation Details

Specifies the information to change a delegate in Microsoft Outlook.

Figure: Update Delegate Configuration > Delegation Details tab

Update Delegate Configuration Delegation Details tab

Fields

Field NameDefinition

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

Create Add Token icon
Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Delegate From User Email ID
Description:
Specifies the e-mail address of the delegate user.
Allowed Values:
  • One line of text (a string) in email address format.
  • Other User Email ID - Specifies an e-mail address of a user that is not specified in the access token, but is within the same Exchange Server domain.
  • Choose from Access Token - Specify the e-mail address of the user account specified in the access token.

    To access this field, click Other User Email ID.

Default Value:
None
Accepts Variables:
Yes

Password
Description:
Specifies a password for the e-mail account of the delegate user.
Allowed Values:
A valid password.
Default Value:
None
Accepts Variables:
No

Delegate To User Email ID
Description:
Specifies the e-mail address of the delegate to change.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes

Update Delegate Configuration > Delegation Permissions

Specifies the configuration to change delegate permissions to read items in your folders or to read, create, change, and delete items.

Figure: Update Delegate Configuration > Delegation Permissions tab

Update Delegate Configuration Delegation Permissions tab

Fields

Field NameDefinition

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

Create Add Token icon
Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Calendar
Description:
Specifies the delegate permission for your Calendar folder.
Allowed Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Variables:
No

Tasks
Description:
Specifies the delegate permission for your Tasks folder.
Allowed Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Variables:
No

Inbox
Description:
Specifies the delegate permission for your Inbox folder.
Allowed Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Variables:
No

Contacts
Description:
Specifies the delegate permission for your Contacts folder.
Allowed Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Variables:
No

Notes
Description:
Specifies the delegate permission for the Exchange user's notes.
Allowed Values:
  • None - The delegate does not have access to the folder.
  • Reviewer - The delegate can read items in the folder, but can not change items.
  • Author - The delegate can read and create new items in the folder.
  • Editor - The delegate can read, create, and change items in the folder.
Default Value:
None
Accepts Variables:
No

Delegate receives copies of meeting-related messages sent to me
Description:
Specifies whether the delegate receives copies of your meeting-related notifications.
Allowed Values:
  • Selected - The delegate receives copies of your meeting-related notifications.
  • Deselected - The delegate does not receive copies of your meeting-related notifications.
Default Value:
Deselected
Accepts Variables:
No

Delegate can see my private items
Description:
Specifies if the delegate can see your private information in appointments, meetings, tasks, and contacts.
Allowed Values:
  • Selected - The delegate can see your private information.
  • Deselected - The delegate cannot see your private information.
Default Value:
Deselected
Accepts Variables:
No