GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Docs
  3. Process Apps
  4. Settings
  5. Channels

Channels

A channel is a line of communication between your process app and its users. You can use channels for various purposes such as notifying users of important updates, delivering alerts, or sending data to users.

By default, the Process App supports three channels. They are as follows:

  • Email
  • Bot
  • API

Configure an Email Channel

To configure an email channel, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Channels.
  4. On the Channels page, select Email.
  5. On the Email window, you can configure the email based on the type selected. 
    1. If you select Default, then enter an email address in the Default Email field. 
    2. If you select Custom, then you must set up a custom email. Under the Setup SMTP section, enter the following details:
      1. Server Name – Enter the server name
      2. Port Number – Enter the port number of the server
      3. Sender Email Address – Enter the email address of the sender
      4. Username – Enter the user name of the server
      5. Password – Enter the password for authentication
      6. TLS Encryption – Enable TLS Encryption for security purposes. It is recommended to enable this option.
  6. Click Save.

Configure a Bot Channel

To configure a bot channel, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Channels.
  4. On the Channels page, select Bot.
  5. On the Bot window, you can select the following settings:
    1. Bot – Select a bot from the drop-down list.
    2. Channel – Select a channel from the drop-down list.
    3. Instructions – To configure a bot as a delivery channel, you must associate the process app with the bot. Slack and MS Teams are the only channels supported. You can find the instructions to configure them.
  6. Click Save.

Configure an API Channel

You must configure an API channel to deliver notifications, messages, alerts, and fetch users and user groups.

To configure an API channel, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Channels.
  4. On the Channels page, select API.
  5. On the API window, you must define the following settings:
    1. Channel Configuration – Define an API request to use the API channel to deliver notifications, messages, and alerts. 
    2. Get Users and Groups – Define an API request to fetch user(s) and group(s) from the API channel for notifications, alerts, tasks, etc. This is optional. But if the API is given during the assignment configuration, the users’ list appears in the suggestive recipients’ list as the user types the email addresses, and the system checks for matching records and provides them in the suggestive list.
  6. Click Save.

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