Is it possible to customize ServiceNow for Slack? Can I view the code behind "Create an Incident"? Can I change the behavior? For example, can I cause it to set contact_type to "Slack"?
Sadly, ServiceNow for Slack in not customizable for now.
The best customization you can achieve is using slack workflows.
Check Customize incident workflows in the same link
Teams can create workflows to:
Build a custom form with any ServiceNow field to capture a ServiceNow
Incident in Slack
Automatically create incident channels
Send specific users messages in Slack when an incident is created from a
workflow
Leverage steps from other apps to trigger a ServiceNow
Incident in response to an event in Slack
Limitation of workflows is that you can only associate it with a single channel.
Related
Is there a possibility to send a user message to specified user(s) in MS Teams?
Elaboration:
My current flow triggers a message to a user, but it is always sent via FlowBot and appears in the Power Automate chat of MS Teams.
Flow: (Outlook; Trigger) "When a new email arrives (V3)" → (MS Teams) "Post message in chat or channel" → (Outlook) "Mark as read or unread" (v3)
Can individual users be set as recipients of direct messages with the message sent in the already existing chat with the user?
If yes, is it possible without a value chain?
Thanks!
As I see it, there are kind of a few different questions in your post, so I'll try deal with each of them:
In order to send a message directly to a user, the user has to come "from" someone/something, and in Teams that basically means a Bot. The easiest way, therefore, to do this is to use the out-of-box FlowBot. If that's fine for you, you're good to go. If you want it to come from another Bot (i.e. one you own) then you need to create a Bot somehow. Two main options are:
Code it from scratch using Microsoft Bot Framework - code in a regular language (C#, Python, etc.) or using Bot Framework Composer
Use Power Virtual Agents - ala "Power" family, it's kind of a "Drag and Drop" bot capability. You don't need to actually have the bot DO anything though, if you don't want it to handle user responses (you can do most of that visually in your Power Automate flow. For this option, you'll be able to select the bot from within Power Automate designer as the "send from" bot
You can choose to have the bot send a message directly to the user (i.e. in a 1-1 chat, like what you're seeing with FlowBot) or you can choose to have it send to a particular Channel inside Teams - either is fine. Be aware that Channels have threaded conversations, if you want to use them, but 1-1 chats do not.
You can try these Power Automate steps to create the 1:1 chat between you and the user, then send a message to it.
Im new to MS Teams application development and looking for suitable solution based on the following requirements. Can I have some guidance from experts?
I have a web service, which sends emails to users based on certain activity. Eg: "Survey started", "Reminder for those who didn't complete the survey" and "when the survey results are out". On top of the email notifications, I also want to send a notification to those individuals who opt-in to receive the notification in MS Teams.
My requirements are,
My web service should be able to send the notification to those
opt-in users in MS Teams as a private message and not as a message in
groups/channels.
In MS Teams, the users should have control over which notification
they wants to receive. For eg: "User A" can opt-in to receive a
notification when a survey starts & survey reminders but can opt-out
of survey results notification where as "User B" can opt-in to
receive notifications for all three.
opt-in and opt-out settings for specific notification should be
configurable in the MS Teams. My web service irrespective of the
settings, will always send the notification to MS Teams but it will
be controlled in the MS Teams side whether to show the notification
to the user or not based on the individual user settings.
Based on the above requirements, please advise what should I build in MS Teams. Whether "Tabs" is enough or "Bot" needs to be built or anything else.
Any guidance or suggestions are really appreciated. Thanks in advance.
Please find below suggestions as per your requirements:
You can use the activity feed notification APIs in Microsoft Graph
to extend this functionality or SDK methods:
Reference doc link, Reference sample link
Also you can send proactive notifications via bot to user:
Send proactive messages
You can create a configurable page and add it to your Tab, which
will be visible to all users who install the bot.
There is no way in MS Teams which will filter or control the
notification to send it to different users without any custom
configuration or condition check.
I am looking in to creating a notification function in Dynamics 365, and to find the best solution, I have began with searching for the possibilities (Javascript/C#/All others). Example: Sending a user a notification that a new lead is created.
Edit:It should be generic and easy to add a new notification. So maybe it should be a workflow step, or connected to an entity.
Email notification is already integrated in Dynamics 365
Microsoft Graph has a Notification possibility (Only in Beta)
https://developer.microsoft.com/en-us/graph/graph-explorer#
Create a custom entity which. And on dashboard add a Web Resource (Javascript) that looks through the entity to find if there are any Records on the current user. If so make a popup.
Use Chrome extension to notify user.
(Example: https://community.dynamics.com/crm/b/bruce365usingdynamics/archive/2017/11/02/announcing-365-notify)
Is there any other possibility you know of?
Or do you have any experience with any of these. What one should go for or not.
Your best bet is Dashboard with Posts in Timeline/social pane. This just need couple of configurations like Post rule, Timeline embedding in Dashboard & user training.
Activity feeds
Activity Timeline
If not, timely workflow or MS Flow to send a digest notification.
I would say if you wish to go code less solution then use Workflow
and place trigger as you wish. Send an Email to Either team or
particular user from this workflow. Just set regarding in Email as
Account or Contact or any entity from which you have an Trigger. By
this way You can see all these notification in your Social pane
timeline as well.
If you need some custom logic, Use plugin but in turn call a
workflow which will be onDemand workflow and this will only be used
to send Email.
There can be different Ideas as well. But we have this in place on one of our productive system and it fulfilles requirement of Notification very well.
Since you specifically want to interact with users within the CRM system, there are a number of simple approaches:
Task Queue (Passive) -
Create task records within CRM (these can also sync to Outlook if you want to get fancy). Users review a queue containing all of their tasks. You can similarly assign tasks to teams of users. I recommend this approach for CRM oriented users who have a number of different tasks.
View/Report/Dashboard (Passive) -
Create views of records requiring action. Users then review these views on a regular basis. I recommend this approach for non-time sensitive tasks, and tasks executed in bulk across many records.
Email (Active) -
Create a workflow with a Send Email step. This is easy to do but could generate a lot of emails which the users may then ignore. I only recommend this approach for rare notifications, or those requiring urgent action.
Emailed Reports (Active) -
A hybrid of the second and third approaches, there are third party solutions that will email view results to users on a scheduled basis. This would be my recommendation if you want an active approach without spamming users constantly. These are easy to install and configure and entail a small cost.
In addition to the many viable options offered above (a few of which I was unaware), if the user's daily responsibilities include working with Leads, you might want to keep it super simple - create a My New Leads view and instruct them to check it throughout the day. You could even place this view on a dashboard, making your option 3 redundant.
If the user rarely needs to concern themselves with Leads, the need for a notification strengthens. Assuming that the Lead volume will not flood their inbox, in the interest of simplicity you could start with a workflow email notification.
I created a slack app with distribution (multiple clients)
and I subscribe to events several events like a message posted in a channel.
Beside the team_id field for identifying the client team - is there an ability to put my own key for a client?
Thank you.
No, Sack does not store any custom data for you. Its your job as an app developer to store all team related information for your app and link it to the Slack team_id. This is usually done with a database.
You can however include custom IDs with Slack requests, e.g. in the response you get from an interactive message. See this answer for more details on how this works.
I wanted to synchronize my contacts from mailchimp to my app.
I did this by periodically asking Mailchimp if any contacts were updated or created .
Now, I want to do it using the Mailchimp's webhooks.
I have created a webhook in mailchimp and tested it and it works well when I do some changes as Admin using the Mailchimp UI, but when I add or update any contacts using import contacts functionality, I don't receive any notifications.
Mailchimp's webhook API says that they send notifications only when a change is made
by a subscriber
by an account admin
via the API
so, since I'm not getting the notifications I used to get using the previous method, is changing to webhooks a bad option?
Is there any way that I could get the notifications I used to get from my old method, using Mailchimp's webhooks?
Webhooks may have been omitted from imports to try and protect users from inadvertently DDoSiNg the hook destinations on large imports.
In regards to keeping these two data sets in parity, because webhooks don't have a trigger for import events, I might first suggest exploring another update method for adding subscriber data to the list in MailChimp.
Perhaps looking to the Batch operation options in MailChimp's API:
http://developer.mailchimp.com/documentation/mailchimp/reference/batches/
http://developer.mailchimp.com/documentation/mailchimp/guides/how-to-use-batch-operations/?utm_source=mc-api&utm_medium=docs&utm_campaign=apidocs&_ga=1.112643975.2008383502.1487629834
As this should allow large updates while keeping the external app abreast of any updates via the triggered webhooks.