Viva Engage Notifications screen

Sends a Viva Engage notification from a human task activity when an event occurs in a process.

How to Start

Process Builder (Activities)

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, drag any human task activity onto your process.
Configure the human task activity.
For more information, refer to:
- Tasks (eForms) tab
- Tasks (External Forms) tab
On the configuration screen, click Advanced > Viva Engage Notifications.

App Builder

Click App Builder.
On the App Builder Home screen, click All Apps.
On the All Apps screen, on an app, click Edit .
On the App Details screen, click Add New > Viva Engage Notification.

Viva Engage Configuration screen

Specifies the content of a message template for a message sent with Viva Engage.

Yammer Configuration screen — Figure 1. Viva Engage Configuration screen

Prerequisites

Before you can select a Viva Engage template, you must create one.
For more information, refer to Viva Engage Template Configuration screen.

Fields

Field Name	Definition
Assigned	Description: Specifies the name of a Viva Engage template used to send a message when the task is Assigned.
Reassigned	Description: Specifies the name of a Viva Engage template used to send a message when the task is Reassigned to new participants.
Completed	Description: Specifies the name of a Viva Engage template used to send a message when a task is Completed.
Cancelled	Description: Specifies the name of a Viva Engage template used to send a message when a task is Cancelled.
Overdue	Description: Specifies the name of a Viva Engage template used to send a message when a task is Overdue.
Viva Engage Template	Description: Specifies the Viva Engage template you want to use for the message. Allowed Values: A list of Viva Engage templates in the system. Default Value: None A Viva Engage template, if one exists.
Create	Opens this Screen: Viva Engage Template Configuration screen Function of this Screen: Specifies the content of Viva Engage template. A Viva Engage template determines template name, message, and other aspects of an automated Viva Engage template sent from AgilePoint NX..
Edit	Function: Changes the content for the selected Viva Engage template. To Open this Field: In the Viva Engage Template field, select a template.
Message	Description: Specifies the content of the message. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
Attachment	Description: Specifies the file you want to include in your message. Allowed Values: The full path and file name for the attachment you want to include. This field supports a single attachment with maximum size of 5 MB. The absolute path to the file must be on the AgilePoint Server machine or SharePoint server. Default Value: None Accepts Variables: Yes Example: C:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc
Post Message to	Description: Specifies to whom to send the message. Allowed Values: Task Participants - Sends the message to the Viva Engage accounts of the participants for the activity. Viva Engage Community - Sends the message to a specified Viva Engage community. Default Value: Task Participants Accepts Variables: No

Viva Enagage Template Configuration screen

Specifies the content of Viva Engage template. A Viva Engage template determines template name, message, and other aspects of an automated Viva Engage template sent from AgilePoint NX.

Yammer Template Configuration screen — Figure 2. Viva Enagage Template Configuration screen

Good to Know

In most text fields, you can use process data variables as an alternative to literal data values.

Fields

Field Name	Definition
Viva Engage	Description: Specifies the access token that connects to Viva Engage. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No
Create	Opens this Screen: Access Token for Viva Engage Function of this Screen: Configure an access token to connect to Viva Engage.
Viva Engage Template Name	Description: Specifies the name of your Viva Engage template. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
Message	Description: Specifies the content of the message. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
Attachment	Description: Specifies the file you want to include in your message. Allowed Values: The full path and file name for the attachment you want to include. This field supports a single attachment with maximum size of 5 MB. The absolute path to the file must be on the AgilePoint Server machine or SharePoint server. Default Value: None Accepts Variables: Yes Example: C:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc
Post Message to	Description: Specifies to whom to send the message. Allowed Values: Task Participants - Sends the message to the Viva Engage accounts of the participants for the activity. Viva Engage Community - Sends the message to a specified Viva Engage community. Default Value: Task Participants Accepts Variables: No