Send a Feed to a ​User in Chatter

Configuration to Post Feed To Chatter User screen

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Chatter tab.
     2. On the Chatter tab, drag the Post Feed To Chatter User activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Post Feed To Chatter User .

Procedure

1. On the Configuration to Send or Reply Message in Chatter screen, in the Chatter field, select your Chatter access token.

   To create a new access token, click New Salesforce Access Token.

   When you select the Chatter access token, the associated Salesforce instance URL shows in the Instance Name field.

2. Complete these fields as necessary.

   Field Name	Definition
   User	Function: Specifies the user name to associate with the action. Accepted Values: A Chatter user ID An AgilePoint user name A process data variable that represents a Chatter user ID or AgilePoint user name. Default Value: None Accepts Process Data Variables: Yes
   Select Users	Function: Specifies the users from the user list.
   Message	Function: Specifies the content of the message. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: Yes
   Add File URL	Function: Specifies the location of the attachment file. Accepted Values: An absolute path and file name on the AgilePoint Server or SharePoint Server. Only one attachment is not supported. Default Value: None Accepts Process Data Variables: Yes Example: c:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc http://demo3:8000/DocumentLib1/sample3.doc

3. (Optional) To store the feed item ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Feed Item ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Message ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the message ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a System Activity
• Post Feed To Chatter User activity
• Process Data Variables