Setting Up Responses Using Lync

Prerequisites

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

How to Start

1. In AgilePoint Envision, open a process template.
2. Drag any AgileWork, and drop it on the Process Model.
3. To view the full list of properties, in the Design Tasks pane, click Show Properties.
4. In one of the following fields, click Add Lync Template. The exact 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 message template, in the Name list, select the name of the template you want to modify.
   • To create a new message template:
     1. Click New.
     2. On the New Name window, enter the name you want to identify your message template.
     3. Click OK.

Procedure

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