Contents
- Chat-bot
- Chat-bot setup
- Setting up the bot in the action of the workflow «Platform Assign to-do task»
DocTrix Platform for SharePoint 2019
- Platform: General Settings
- Platform: Workflow Settings
- Platform: Nintex Workflow Settings
- Platform: Managing Subordinate Lists
- Platform: Linked task list settings
- Platform: Linked discussion settings
- Platform: Field availability settings
- Platform: Dynamic field settings
- Platform: Forms Designer
- Platform: List Counters Settings
- Platform: Export to Word settings for item
- Platform: Export to Word settings for list
- Platform: Fields lookup settings
- Platform: Control of data uniqueness
- Platform: Back references
- Platform: Ribbon button settings
- Platform: Buttons settings
- Platform: Tabs settings
- Platform: Item linking settings
- Platform: Manage an access to List Views
- Platform: Setting Preview Options
- Platform: Column width settings
- Platform: Highlighting list items
- Platform: List view filter settings
- Platform: QR-codes and Watermarks printing settings
- Platform: Electronic signature settings
- Platform: Required fields settings
- Platform: Item task display settings
- Platform: Calculated parameters of condition editor
- Platform: Passing Values Management
- Platform: Item access management
Chat-bot
Chat-bot
Chat-bot allows you to complete tasks from Skype and Telegram without having to log into the System. To do this, just respond to the notification of the messenger by selecting one of the provided options for completing the task and the required comment. Upon receiving the answer, the System determines the task and the result, after which it automatically completes the task with the desired result.
Chat-bot setup
In order for the chat-bot to work, you need to configure the Secure Store service in the “Managing service applications” section in the Administration Center:
Then configure the connection to the bot in the Administration Center on the «LazyApproval Settings» page:
- Bot service address;
- Secure Store service application code.
In the «Settings», shortcut menu available in the upper right corner of the System, select the «Organizational Structure»item. In the Platform Lazy Approver role (PlatformLazyApprover), add an account under which will be invoked the task completion service using a bot.
Setting up the bot in the action of the workflow «Platform Assign to-do task»
In the action «Platform Assign to-do task» workflow, specify a message to send to the bot, if necessary, specify a field to save a comment and a field to store recipients of a copy of the letter:
For further work with the bot, it is necessary to add it to Skype and Telegram contacts and you need to register.
Examples of notifications from the bot in Skype and Telegram: