Thursday, February 28, 2019

Send Actionable Message Card to Microsoft Teams From SharePoint Workflows

Traditionally, SharePoint designer workflows help organizations to adhere to consistent business processes, and they also improve organizational efficiency and productivity by managing the tasks and steps involved in business processes.

As Microsoft is moving the enterprise collaboration ecosystem from on-premises to the cloud, many new cloud services created in the cloud are separated from the existed business processes leveraging the old fashion SharePoint workflows. 

To bridge the gap of business process automation between on-premises and the cloud, Microsoft put Flow as the successor of SharePoint workflow. However, due to the heavy investment made in SharePoint designer workflows, it might take a long time to make the switch. 

In the meantime, it's possible to take advantage of the new services in the cloud from the existing SharePoint workflows. I am going to show a simple example of sending an actionable message card to a Microsoft Teams channel from a SharePoint workflow. 

Step 1 Create an Incoming Webhook in a Teams channel

















Name the webhook "SPWorkflowRichMsgCard" (the name can usually be an application or service which all members in the team can understand)












Copy the Url of the webhook, and save it for later use











Step 2 Create a simple workflow




Add "Build Dictionary" action
Name the dictionary "RequestHeader". (Note: value of "Authorization" is empty string)
Fill "RequestHeader" with http header info
 


Add "Set Workflow Variable" Action


Name the variable "TempRequestBody", and set it as String
Open text builder
Paste following JSON snippet into the text editor, and save it
{
  "@context": "https://schema.org/extensions",
  "@type": "MessageCard",
  "themeColor": "0072C6",
  "title": "Sample Feedback Card",
  "text": "Tell us how you like Actionable Messages. Click **Learn More** to learn more about Actionable Messages!",
  "potentialAction": [
    {
      "@type": "ActionCard",
      "name": "Send Feedback",
      "inputs": [
        {
          "@type": "TextInput",
          "id": "feedback",
          "isMultiline": true,
          "title": "Let us know what you think about Actionable Messages"
        }
      ],
      "actions": [
        {
          "@type": "HttpPOST",
          "name": "Send Feedback",
          "isPrimary": true,
          "target": "http://..."
        }
      ]
    },
    {
      "@type": "OpenUri",
      "name": "Learn More",
      "targets": [
        {
          "os": "default",
          "uri": "https://docs.microsoft.com/outlook/actionable-messages"
        }
      ]
    }
  ]
}
















Add another "Set Workflow Variable" action, name it "RequestBody", and set it as Dictionary, Open workflow lookup window











Set "Data source" as "Workflow Variables and Parameters", "Field from source" as "Variable: TempRequestBody" (the String variable defined above)


Add "Call Http Web Service" action











Update the Url of the service with the webhook Url saved above




Update the properties of the "Call Http Web Service" action





Update the value of "RquestHeaders" with variable "RequestHeader"


Update the value of "RquestContent" with variable "RequestBody", and save the changes


Add workflow end stage, then save and publish the workflow






Step 3 Test it

Trigger a workflow instance






Open the Teams channel, there should be a rich message card posed by "SPWorkflowRichMsgCard", and it's ACTIONABLE!









Hope it's helpful...

No comments:

Post a Comment