Setting Up Responses Using Lync

To Set Up Responses, do the following.

Prerequisites

  • Create the message to which you want the participant to reply.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Drag any AgileWork, and drop it on the Process Model.
  3. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
  4. In one of the following fields, click Add Lync Template. The specific fields that display vary, depending upon the AgileShape you are using:
    • Reminder Message
    • Task Assigned Message
    • Task Cancelled Message
    • Task Completed Message
    • Task Reassigned Message
  5. On the Lync Template Wizard, do one of the following:
    • To modify an existing Lync template, in the Name list, select the name of the template you want to modify.
    • To create a new Lync template:
      1. Click New.
      2. On the New Name window, enter the name you want to identify your Lync template.
      3. Click OK.

Instructions

  1. Select Complete the Assigned, Reassigned Or Overdue task by Responding the Lync Message.
  2. Complete the following field.
    Field Name Definition

    Key Word

    Definition:
    A value which, when entered in a message response, sets the Xpath node to True or False. This is typically used for approve/reject functionality.
    Allowed Values:
    A text string.
    Default Value:
    None
    Custom Attributes:
    Yes

    XPath

    Definition:
    Specifies a schema node whose value is set when the keyword is entered in the message response. This is typically used for approve/reject functionality. The keyword determines the value that is set.
    Allowed Values:
    An XPath to a schema node that represents a Boolean value.
    Default Value:
    None
    Custom Attributes:
    Yes
    Example:
    /pd:myFields/pd:ApproveReject