Want to inform your team about a new purchase order request? Want feedback for the upcoming product launch design?
You can automatically send a customized message to a Microsoft Teams room at any point in your Next Matter process.
Follow these steps to automatically inform your team about your work progress:
Create the Next Matter Bot in your Microsoft Teams room
- In Microsoft Teams, choose More options (⋯) next to the channel name and then choose Connectors.
- Scroll through the list of Connectors to Incoming Webhook, and choose Add.
- Enter "Next Matter" as the name for the webhook, upload this image and choose Create.
- Copy the webhook to the clipboard and save it. You'll need it later on.
- Choose Done.
Create the Automation in your Next Matter process
- Open the process editor of the process.
- Add the "HTTP Request" at the intended point
- Select the "gear" on the right hand side to configure the message
- Select "POST" and as URL copy the Webhook URL from the previous step
- Add a new header with "content-type" and "application/json"
- Create the message in the body, of course you can use data referencing to insert process information (code sample at the bottom)
- Hit Save
{
"type":"message",
"attachments":[
{
"contentType":"application/vnd.microsoft.card.adaptive",
"contentUrl":null,
"content":{
"$schema":"http://adaptivecards.io/schemas/adaptive-card.json",
"type":"AdaptiveCard",
"version":"1.2",
"body":[
{
"type": "TextBlock",
"id": "383d1a2b-cf19-4fce-7544-e8fdd00b4ad7",
"text": "A new process instance with the name {{instance_name}} has been submitted by {{instance_lead_user}}",
"wrap": true,
"weight": "Bolder"
},
{
"type": "ActionSet",
"id": "fd477c49-9c5a-58d6-0aa8-435c979f096b",
"actions": [
{
"type": "Action.OpenUrl",
"id": "e0051bb0-8f27-0309-eeac-8f3bac32d7d3",
"title": "View Process Instance",
"url": "{{instance_url}}",
"style": "positive",
"isPrimary": true
}
],
"horizontalAlignment": "Center"
}
]
}
}
]
}
Test it out, the result should look similar to below.