Article published on the 27th of June, 2024.
This functionality is released in a Beta version. The functionality may be subject to change as bugs are found a fixed.
The "Save Microsoft Teams chats form" step allows the user to select options for saving Teams Chats.
Using this form, the user can select from which channels of an entity's Microsoft Team messages should be saved. The saved message elements can include message contents (text content), message attachments, or both. The user can also select whether to save all messages from a given channel, or select to save messages within a specific time range.
The following image shows the Save Microsoft Teams chats form in use:
The Save Microsoft Teams chats form is typically combined with the "Save Microsoft Teams chat" step, which performs the actual saving operation of the functionality.
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| General | |||
| Title | String | Yes | The display title of the step, shown to the user when the step is displayed in a process. |
| Description | String | No | A description text, shown to the user below the step title when the step is displayed in a process. |
| Name | String | Yes | A unique name for the individual process step. No two steps in the same process can share the same name. |
| Continue button title | String | Yes | The text on the Continue button shown in the bottom right of the process window, which allows the user to continue to the next step of the process. |
| Step Input | Object | No | An object used as input for this step. Can be metadata from the current entity (if the process is run from an entity site), or the output from another step in the same process. |
| Options | |||
| Business module | String | No | Select the business module containing the entity from which this form should display information. |
| Entity | Integer | No |
The ID of the entity in the selected business module from which this form displays information. |
| Channels | Array | No |
Select a default setting for which Teams channels messages should be exported from. |
| Start Date | String | No |
Select a default start date from which Teams chats from the selected channels should be saved. |
| End Date | String | No |
Select a default end date from which Teams chats from the selected channels should be saved. |
| Include messages | Boolean | No |
Select a default setting for whether chat messages should be part of the material saved. |
| Include attachments | Boolean | No |
Select a default setting for whether attachments from messages should be part of the material saved. |
| Allow message preview | Boolean | No |
Select whether to allow preview of messages. In the preview, the user can select which messages to include in the export. |
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