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Create a Job to Send Messages in Teams

Gary
Updated

Pre-requisites:

Before you use Microsoft Teams in Risk Cloud, please ensure that the following steps have been taken to configure a user in Azure and within Risk Cloud's Admin tab. Guidance on those steps is provided in the following articles:

  1. Configure a Microsoft Teams User in Azure for Integration with Risk Cloud
  2. Configure a Microsoft Teams Integration in Risk Cloud

How to Create a Job with Microsoft Teams

1. From the Build tab, select Jobs,

2. Select your desired Job Trigger

3. Select "Send Teams Message" from the Select Operation menu

 

Team4.png

 

Clicking on "Send Teams Message" will take you to the Job Operation, where you can configure who the message will be sent to, as well as the content of the message.

Message Recipients

With your Teams Message Operation, you have the option to:

  • Send to users in User Fields
  • Send to specific Teams members
  • Send to Teams channels (as seen in the screenshot below)
    • To send to a channel, select a "Team" and then the relevant channel in that Team.

Team5.png

In your message's "Teams Content" section, you can add text, rich text, formatting, images, and hyperlinks. Like in other Job messages, you can also "Add Field Variables" from Risk Cloud (see screenshot below).

Team6.png

As you build the Job Operation, you will see the details in the sidebar on the left of the screen.

Team7.png

Once triggered, you will get a notification in Teams, including a link to the triggering record similar to the following screenshot:

Team8.png

For more information on Jobs in Risk Cloud and how to send Message Operations, please take a look at the articles below:

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