Create team/channel action

You can use the "Create team/channel action" when creating a new project with project members, for example, to automatically create a team for the project in Microsoft Teams or a channel whose name is defined. In conjunction with the Teams message action, a welcome message can also be written in the created channel, for example.

A channel can also be added to an existing team if, for example, subgroups are formed in the project. In addition to members, you can also determine the owners of the new team here.

Create team/channel-Create action

The Create team/channel action can be found in processes in the "Elements" area. It belongs to the category "Actions - Microsoft 365 and Teams". From there, it can be dragged and dropped to the desired position in the process chain and then configured. General information on creating process elements can be found here.

If you have created the Create team/channel action on the workspace, open the properties dialog by double-clicking on the element.

General

All information on the settings in this dialog can be found here.

Click "Next".

Microsoft 365 configuration

Select an existing Microsoft 365 configuration here. Also enter a service account under which the process will be carried out.

You can also access this dialog in the Create team meeting action. You can find all information on the corresponding settings here.

The dialog is also used for the "Create MS365 group" action.

Click "Next".

Create team/channel

Here you decide whether you want to create a team, a channel or both together. This selection can only be made directly after creating the process action. Later editing is no longer possible.

Click "Next".

Create team: Team options

If you have selected "Create team", you can enter the following information here:

Team name

Static name

A simple, monolingual text for the name can be entered here.

Name from data field

This option is available if the action has a data group context, e.g. if a data group event handler has been defined as the event source. Select a data field from the data group whose content forms the name of the team.

Name from system value

The name of the team is read from a request value, a session variable, a variable in the processing context, a system data field or a data field of the user data group.

Click on "Edit system value" to open a dialog in which the system value can be defined.

Team email address (local part)

Only the local part of the email address is defined here. The @ and the domain part come from the MS-365 configuration.

Static email address

An email address for the new team can be entered here, which will be created automatically when the process action is executed. The value can also be empty. In this case, an email address is determined from the team name during execution of the process.

Email address from data field

With this option, the value of the data field you can select here will be used as the team's email address.

Email address from system value

The name of the team is read from a request value, a session variable, a variable in the processing context, a system data field or a data field of the user data group.

Click on "Edit system value" to open a dialog in which the system value can be defined.

If a new team is created and the configured e-mail address already exists, there is an error when executing the process. Exception: If a team with the selected name already exists and the option is set that the name should receive a unique suffix in such a case, then this suffix is also used for the e-mail address.

Additional options

Visibility

The visibility of the team can be set as

  • Private

  • Public

  • Hidden membership

If a team with the selected name already exists:

How to proceed with teams whose name is already in use by another team can be defined here. Either all new team members of the existing team are added or a new team is created whose name consists of the chosen name and a unique suffix.

Click "Next".

Create team: Team members

The team members are selected in the next step.

Static members

The e-mail addresses of the members must be entered here, as they are also stored in Entra ID (formerly Azure AD) as the Principal User Name. The email addresses can be entered comma-separated or semicolon-separated. Alternatively, you can also enter one e-mail address per line.

Members from data field

This setting is available if the action has a data group context, e.g. if a data group event handler has been defined as the event source. Here, a data field is selected from the data group in which the email addresses are stored. The type specifies how the data is formatted to collect the email addresses (e.g. semicolon-separated, GENERIC (which extracts email addresses from free text according to RFC 5322), distribution list selection (pipe-separated list of GUIDs of the organizational structure) and double-pipe separated.

Members from a data group query

A data field from a published application is selected here, which holds the data as in the "Members from data field" setting.

Click on "Filter" to open a dialog in which a filter can be created to restrict the data.

As with the "Members from data field" setting, the formatting type must also be selected here.

User from system value

With this setting, the email addresses are determined via a session variable, a request value, a variable in the processing context or a system data field.

Click on "Edit system value" to open a dialog in which the system value can be defined.

Create team: Owner of the team

The team owners can be specified here.

Current user

The currently logged in user is considered the owner of the team.

All other settings in this dialog correspond to the dialog settings in which the team members can be specified.

Create team: Exception handling

You will only find this tab for the process element that has already been created if you open its properties dialog. Here you can specify whether the transaction should be aborted or continued if there is no team name or e-mail address for the team. To do this, click on "Configure exception handling".

Create channel

If you create the process element and set the "Create channel" setting at this point, a new channel is created.

Click "Next".

Create channel: Channel options

The name of the channel is defined here. The same sources are available as in the team options, where the name of the team is defined. Also select the Microsoft 365 team for which the channel will be made available.

Create channel: Exception handling

You will only find this tab for a process item that has already been created when you open the properties dialog. Here you can specify whether the transaction should be canceled or continued if there is no title for the channel. To do this, click on "Configure exception handling".

Create team and channel

If a team and a channel are created, the configuration dialogs for the team are run through first and the configuration dialog for the channel in the last step.

More information

Connector for Microsoft 365 and Teams

Processes" module

Create and manage processes

The areas of the "Processes" module

Creating and editing elements

Analyze log file

Options

External data in processes

Java classes in process objects