Microsoft Teams clone a team
Use the Microsoft Teams clone a team action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to create a copy of an existing team In Microsoft Teams, teams are groups of people brought together for work, projects, or common interests. Teams are made up of channels. Teams can be created to be private to only invited users, or to be public and open and anyone within the organization can join (up to 5000 members). based on settings you specify. The same data, channels, and settings of an existing team is leveraged to create a new team. You must set a new name for the cloned team.
For example, your company hosts a yearly event called "Annual Demo for Service Engineers" for 85 members and the organizer uses Microsoft Teams to centralize communication, view calendars, and pull/ share Office 365 files. You want to copy last year's team as a template for the same purpose this year. Instead of creating a new team and add 85 members manually, you can use the Microsoft Teams clone a team action to clone the existing team and select to include apps, channels, members, settings, and tabs.
Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.
What is Microsoft Teams?
Microsoft Teams is a cloud-based collaboration platform that is part of the Office 365 service and is used for chat messaging, video meetings, file sharing, and more. For more information on Microsoft Teams, see the company website.
What are variables?
Variables are placeholders that store information that changes each time the workflow runs or even during execution of a single workflow instance.
Data types of variables
Each variable has a type that determines what values can be stored in the variable, such as a date, number, file path or a workflow user name. For example, if you want to save the name of an employee in a variable, you have to create a variable of type Text. The workflow can then store a name of the employee, such as "John," in the variable.
- Text: Text string.
- Boolean: Yes or No value.
- Date/Time: Date and time value.
- GUID: Globally unique identifier, often used to reference a list item in SharePoint.
- Number: Integer number with decimal value.
- Integer: Integer number with no decimal value.
- Choice: A value that requests a selection from a list of allowed values.
- Person or Group: A value that requests a selection from a user lookup.
- Hyperlink: A value that requests a hyperlink URL and description.
- Dictionary: A container that holds a single logical unit of variables. For more information, see Dictionary variables.
- Collection: An index-based array of values, also known as an ordered list of values. For more information, see Collection variables.
Categories of variables
In NintexOffice 365, the different categories of variables that can be used in a workflow are given below:
-
Workflow Context: Context variables that represent data related to the current workflow instance, such as current item or site URL and workflow name.
- Workflow Variables: User-defined variables that you create to store values such as file paths, dates, workflow outputs Variable to store a value or file on completion of the workflow. and other data for use throughout the workflow.
- Start Variables: Workflow variables with the initiation option selected. Start Variables are used to get data from users when a workflow manually starts.
For more information on manually starting a workflow, see .
- Text
- Boolean
- Date/Time
- Number
- Choice
- Person or Group
- Hyperlink
To configure a variable as a start variable, select the Initiation option when creating a variable.
Variable types that can be configured as Start Variables
How do I add a variable to my workflow?
You can insert an existing Workflow Variable or Context Variable into the configuration fields of workflow actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. and you can create user-defined variables for use throughout your workflow.
Create a user-defined variable
You can create user-defined variables from the Action configuration window when you are configuring a workflow action or from the toolbar of the designer page.
During action configuration
- In the Action configuration window, click in a field that accepts variables.
- Do one of the following depending on the method available;
- On the drop-down list that appears, Click Create New Variable.
- On the Insert Reference pane that appears, expand the Workflow Variables section and click Create New Variable.
- Do the following in the Workflow Variables pane to create the variable:
- For Name, type the variable name you want to use.
- Select a Type.
- If you want to display the variable on the start form, select the Show on start form check box.
- Click Create.
From the designer toolbar
- On the toolbar of the Designer page, click Variables. The Variables dialog box appears.
- Click New and fill in the following:
- For Name, type the variable name you want to use.
- For Type, select a variable type corresponding to the type of data you want to store.
- If you want to specify the variable as a start variable, select the Initiation check box.
- Click
to specify the Initiation options Initiation options control the display and behavior of the variable on the start form that is displayed when a workflow is started manually..
- Click Save.
For more information, see User-defined variable types and Initiation options.
User-defined variable types and Initiation options
The following table describes the variable types available in the Variables dialog box as well as their initiation options, which are available when you select Yes for Initiation. Initiation options control the display and behavior of the variable on the start form that is displayed when a workflow is started manually.
| Variable type | Description |
Initiation Available |
Initiation options |
|---|---|---|---|
| Text |
Any text value. Underlying .NET data type: System.String. |
Yes |
|
| Boolean |
Yes or No value. Underlying .NET data type: System.Boolean. |
Yes |
|
| Date/Time |
Date and time value. Underlying .NET data type: System.DateTime. |
Yes |
|
| GUID |
Globally unique identifier, often used to reference a list item in SharePoint. Underlying .NET data type: System.Guid. |
No |
(n/a) |
| Number |
Numeric with a Decimal value. Underlying .NET data type: System.Double. |
Yes |
|
| Integer |
Numeric without a decimal. Underlying .NET data type: System.Int32. |
No |
(n/a) |
| Choice |
A value that requests a selection from a list of allowed values. The value selected by the workflow initiator is stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
| Person or Group |
A value that requests a selection from a user lookup. The item selected by the workflow initiator is stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
| Hyperlink |
A value that requests a hyperlink URL and description. Two text boxes are provided:
The values entered by the workflow initiator are stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
| Dictionary |
A container that holds a single logical unit of variables. For more information, see Dictionary variables. Underlying .NET data type: Microsoft.Activities.DynamicValue. |
No |
(n/a) |
|
Collection |
An index-based array of values, also known as an ordered list of values. For more information, see Collection variables. |
No |
(n/a) |
Insert a variable into an action configuration field
You can insert a Workflow Variable, Reference A workflow reference which is used to construct content containing information specific to the list or library item and to the current instance of the workflow. or a Context Variable into the configuration fields of workflow actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process..
Each field that accepts variables accepts one or more methods for inserting variables. The method available differs depending on the field.
Available methods are given below:
-
Click on the field and select an existing variable from the drop-down list for the field.
- Click on the field, click Create New Variable, and fill the following fields in the Workflow Variable pane that appears:
- For Name, type the variable name you want to use.
- Select the Show on start form check box if you want to display the variable on the start form.
- Click Create.
- Click on the field, select Workflow Variables or Workflow Context, and select a variable from the corresponding drop-down list.
- Click Advanced Lookup, select Workflow Variables or Workflow Context from the drop-down list that appears, and then select a variable from the corresponding drop down and click Insert.
- Click on the field that accept references and from the Insert Reference pane that appears on the right, double-click on a reference to select. Available sections and lookup values depend on the options available for the workflow action.
- Current item URL: The URL of the item the workflow is associated item. Available only for list workflow actions.
- Current site URL: The URL of the site the workflow is associated site.
- Initiator login name: The login name of the person who started the workflow instance.
- Initiator display name: The display name of the person who started the workflow instance.
- Initiator email address: The email address of the person who started the workflow instance.
- Instance ID: The unique identifier of the workflow instance.
- List ID: The unique identifier of the list the workflow is associated with. Available only for list workflow actions.
- List Name: The name of the list the workflow is associated with. Available only for list workflow actions.
- Manager login name: The login name of the manager of the initiator (the person who started the workflow instance).
- Manager display name: The display name of the manager of the initiator (the person who started the workflow instance).
- Manager email address: The email address of the manager of the initiator (the person who started the workflow instance).
- Publish user: The person who published the workflow.
- Workflow name: The name of the executing workflow.
Insert reference pane section and field descriptions
| Section | Description |
|---|---|
| Item Properties |
Metadata columns for the item the workflow is associated with. Available only for list workflows. |
| Workflow Context |
Context variables that represent data related to the current workflow instance, such as current item or site URL and workflow name. |
| Workflow Variables | Workflow variables configured for the workflow. |
Configure a variable as a start variable
You can configure variables to collect data when a workflow is manually started. These variables will be shown on a start form used to initiate the workflow and allows users to specify a value for the workflow variable before the workflow starts, basically passing values into the workflow before it starts.
Variables displayed on a start form are also known as the "start data" of the workflow and represent data that must be collected when the workflow is started.
Note: If the workflow starts automatically, then default values are used for start data.
To learn how to manually start a workflow, see Start a workflow manually.
Configure a variable to show on a workflow start form:
-
Open the required workflow. The workflow designer opens.
- On the toolbar, click Variables. The Variables window opens.
-
To edit an existing variable, click the required variable. The row becomes editable.
or
- Select the Initiation check box for the required variable.
- If you want to configure initiation options, click
to open the Initiation options dialog box, make the changes and click OK. For more information about the fields, see User-defined variable types and Initiation options.
To create a variable, click New on the Variables window toolbar, enter a Name, and select the Type for the variable.
- Click Save to commit changes.
Add and configure the Microsoft Teams clone a team action
-
Click the Integration action group in the action toolbox.
or
Type the action name or function in the Search field at the top of the action toolbox.
- Drag the Microsoft Teams clone a team action to the designer canvas.
-
Do one of the following to open the Action configuration window:
- Double-click the action.
- Click
on the action and then click Configure.
See Action configuration window for more information.
- Select a Connection. For information about admin consent to create a connection for Microsoft Teams actions, see Global administrator consent to create connections.
- In the drop-down list for Connection, select Create new personal connection. Configure a connection window opens to enter credential details.
- Type a Connection name.
- Click Connect.
If any additional prompts are displayed to select your account and accept the app complete them as necessary.
- Specify the Team to clone.
- Define a New team name.
- Click Save.
Create a personal connection
Note: If a "Need admin approval" message is displayed, ask your administrator to either create the connection for you or to enable app consent for non-admin users.
The window closes and the Connections page is displayed. The new connection is added to the connections list on the page.
Connections created during action configuration are accessible only by you, across the tenant.
For more information about fields and buttons, see Microsoft Teams clone a team action fields, buttons, and settings
Microsoft Teams clone a team action fields, buttons, and settings
| Field | Description |
|---|---|
| Connection |
The Microsoft Teams connection to use.
For more information about connections and connection types, see Connection types and Connector actions. |
| Team to clone |
The team you want to clone. Tip: Use the Store team ID variable you created when creating the team to identify the team. |
| New team name | The name for the new team. |
| Description | Description for the new team. |
| Privacy |
Define who can see or access the team:
|
| Clone apps | Specify whether to clone and copy Microsoft Teams apps installed in the team to the new team. |
| Clone tabs | Specify whether to clone and copy the tabs within channels to the new team. |
| Clone settings | Specify whether to clone and copy all settings within the team, along with key group settings, to the new team. |
| Clone channels | Specify whether to clone and copy the channel structure to the new team. The messages in the channel are not cloned. |
| Clone members | Specify whether to clone and copy the members and owners of the group to the new team. |
| Store team ID | The unique ID generated to identify the new cloned team. You can use this ID later in your workflow to reference the new cloned team. |