Yammer Template Wizard

Specifies the content of a message template for a message sent using Yammer template.

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 Yammer 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 Yammer Template Wizard, do one of the following:
    • To modify an existing Yammer template, in the Name list, select the name of the template you want to modify.
    • To create a new Yammer template:
      1. Click New.
      2. On the New Name window, enter the name you want to identify your Yammer template.
      3. Click OK.

Field Definitions

Field Name Definition

Name

Definition:
Specifies the message template you want to modify.
Allowed Values:
A single line of text.
Default Value:
A message template, if one exists.

Message

Definition:
Specifies the content of the message.
Allowed Values:
Multiple lines of text in text-only format.
Default Value:
None
Custom Attributes:
Yes

Attachments

Definition:
Specifies files you want to include in your message.
Allowed Values:
The full path and file name for the attachments you want to include.
Default Value:
None
Custom Attributes:
Yes
Example:
C:\My Documents\sample1.doc; ${HomeDirectory}\sample2.doc

Post Message To

Definition:
Specifies to whom you want to send the message.
Allowed Values:
  • Task Participants - Sends the message to the Yammer accounts of the participants for the AgileWork.
  • Yammer Group - Sends the message to a specified Yammer group.
Default Value:
Task Participants
Custom Attributes:
No

New

Function:
Opens the New Name window, where you can enter the name of the message template.
Allowed Values:
Free text in text format.
Default Value:
None
Custom Attributes:
No

Remove

Function:
Deletes the message template from the Name list.

Rename

Function:
Opens the New Name window, where you can change the name of the message template.
Allowed Values:
A single line of text.
Default Value:
None
Custom Attributes:
No

Schema

Opens the Following Window:
Select XPath from Attributes Window
Purpose of this Window:
Enables you to select a schema node from the XML schema for your process.

To activate the Schema button, select the row you want.