WorkPoint Automate - Team members form – Welcome! How can we help?

Article published on the 31^st of October, 2024.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

The Team members form step can be used to display the memberships of a Microsoft team related to an entity in WorkPoint.

For example, if a project in WorkPoint 365 is connected to a team in Microsoft Teams, the Team members form can be used to display the owners and members of the team.

The form contains controllers for editing the memberships by adding and removing users. If configured on the step, users can also update the owner of the team.

The following image shows how the form looks when displayed in a running WorkPoint Automate process:

The Search box at the top of the form can be used to search within the current memberships, effectively working as a filter for the list of personnel below.

The "Add member" button is a multi-function button, which can be used to add members and/or owners to the entity's Team. If the user simply clicks the button, selects one or more users in the side panel and clicks "Confirm", the selected users will be added as members to the list.

If the user instead clicks the chevron to the right of the button and selects "Add owner" and follows the same procedure, the selected users will be added as owners to the list.

Note that Team memberships are NOT updated simply by adding members and owners in the form. To update memberships, the output of the Team members form step must be fed into an "Update team members" step.

The following image shows the settings in the "Options" tab of the Team members form step:

Step specific parameters

Parameter name	Type	Required	Description
Options
Business module	String	Yes	Use this field to select the business module containing the entity from which you want to display Team memberships. Typically this is set to a specific business module which you know is teamified.
Entity	Integer	Yes	Use this field to select the internal ID of the entity on the selected business module from which you want to display Team membership. Typically this is set to the current entity by selected Entity.ID from the context browser.
Hide owners	Boolean	No	Use this field to select whether Team owners should be displayed in the form. The default value for this field is No.
Allow updating owners	Boolean	No	Use this field to select whether the user of the step can change who the owner of the team is in the form. The default value for this field is No. If left blank or if "No" is selected, the "Role" field is still displayed in the form (see previous picture), but users cannot change the setting on the field.

Output

The following block shows an example output from the Team members form step:

{
	"Members": [
		"anm@wp365test.onmicrosoft.com",
		"ed@wp365test.onmicrosoft.com",
		"cb@wp365test.onmicrosoft.com",
		"alland@wp365test.onmicrosoft.com"
	],
	"Owners": [
		"anm@wp365test.onmicrosoft.com",
		"ed@wp365test.onmicrosoft.com"
	]
}

Step specific parameters

Output

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