Post an Adapative Card

<< Click to Display Table of Contents >>

Navigation:  Custom Actions > Configuring Custom Actions > Custom Action Types > Microsoft Teams >

Post an Adapative Card

This action requires Crow Canyon's "Self-service Bot" to be configured. If you haven't already, please contact sales@crowcanyon.com to subscribe to Crow Canyon's bot service.

 

You'll also need to configure the Self-service Bot once you have a subscription: https://www.crowcanyon.help/article/398/

 

More than just a notification, the adaptive card allows for user input directly from the Teams interface. For example, if you have an approval process, and need input from the approver, you can send an adaptive card to the designated approver and take their decision through Teams. No email, no signing into SharePoint.

 

If you have not already, you'll need to follow the steps in this article to enable the Teams API for NITRO in order to use this action.

 

clip0948

 

Card Recipient

         To: To whom to send the adaptive card. This can be an individual, multiple users, or a SharePoint group.

Card Layout

The options here are to either send the Default card or a Custom Card. The Custom Card requires JSON. More info about Teams adaptive cards can be found here: https://docs.microsoft.com/en-us/microsoftteams/platform/task-modules-and-cards/cards/cards-reference#adaptive-card

Shown below is the Default Card Layout; each placeholder in this screen can use placeholders from the referenced SharePoint item by clicking on the binocular icon to the right of the field.

clip0837

The default card has the following options:

         Card Title: This will appear at the top of the card

         Card image:

                 User: This will be a generic image and is not specific to any user. It looks like this:                                        clip0841

                 Other: If you want to add a different picture than the above, specify a URL for an image to show on the card

         Image size: Relative size of the image with options of Large, Medium and Small

         Image alignment: Shows the image to the left or the right of the text on the card

         Heading: Appears between Card Title and Sub Heading

         Sub Heading: Appears between the Heading and the Sub Text

         Sub Text: Appears between the Sub Heading and Description

         Description: Appears between the Sub Text and any columns you want to show on the card

         Columns: Column values from the SharePoint item that you want to show on the card. These appear between the Description and the Item Link Text and to the right of the corresponding column label from the SharePoint list

         Item Link Text: The hyperlink text shown on the card. It is clickable so that the user can navigate to the URL provided in this setting. Appears between the columns and any actions added to the card.

Card Actions

The user can take the following actions from the adaptive card. These will appear as buttons on the card. NOTE: The user will need to click twice to run an action. First on the Action Button itself. Second on the "Submit Button" to confirm they want to take the desired action.

1. Create List Item

clip0842

 

         This will take input from the user to create a new list item.

         Action Name: Appears on the action button below the Item Link Text

         Description: When clicked, the description will appear in a dialog below the Action button

         Submit Button Text: This text will appear on the confirmation button (e.g. "Are you sure?")

         Success Message: Appears as a message in Teams when the action is successfully executed.

         Web: This is the site where you want to create the new item. Note: only sites within the same Site Collection are available

         List: This is the list within the above site where you want to create the new item

         Columns to Update: Define which columns to update as part of the card action. This can take User Input or set default and calculated values. See image and description below

         Invoke Workflow: Start a NITRO Workflow after the items have been updated

clip0843

         Column: Select which column to update

         User Input: Decide whether to have the user input the value or to use a Default Value

         Required: Indicates if this particular field is required; applicable when accepting User Input

         Default Value: Sets the value of the specified column; can use placeholders and functions from the SharePoint list column values when using the binoculars icon. Use this when "User Input" is turned off

2. Update List Item

clip0838

         This will take input from the user to update the list item.

         Action Name: Appears on the action button below the Item Link Text

         Description: When clicked, the description will appear in a dialog below the Action button

         Submit Button Text: This text will appear on the confirmation button (e.g. "Are you sure?")

         Success Message: Appears as a message in Teams when the action is successfully executed.

         Columns to Update: Define which columns to update as part of the card action. This can take User Input or set default and calculated values. See image and description below

         Invoke Workflow: Start a NITRO Workflow after the items have been updated

         clip0839

         Column: Select which column to update

         User Input: Decide whether to have the user input the value or to use a Default Value

         Required: Indicates if this particular field is required; applicable when accepting User Input

         Default Value: Sets the value of the specified column; can use placeholders and functions from the SharePoint list column values when using the binoculars icon. Use this when "User Input" is turned off

3. Invoke Workflow

clip0840

         Action Name: This is shown in the action button in the card

         Description: When clicked, the description will appear in a dialog below the Action button

         Submit Button Text: This text will appear on the confirmation button (e.g. "Are you sure?")

         Success Message: Appears as a message in Teams when the action is successfully executed.

         Invoke Workflow: Select which NITRO workflow to invoke as part of this action

 

4. Launch URL

clip0949

Action Name: This is shown in the action button in the card

URL: The URL to where the user is redirected in their default browser. Using the binoculars icon to use placeholders in the URL