User Manual

05.16.2025

MANUAL

Set Up to Send Notifications to Microsoft Teams (Using Workflows)

## Limitations 1. If you set up notifications using this procedure, the notifier will be displayed as "●● via Workflows." This "●●" will be the name of the user who created the workflow. If you want to change the display content, consider introducing a chatbot. ![image](https://pleasanter.org/binaries/f272ea7c44f743e8a895ac753d1b8b2e) ## 1. Advance Preparation Create a team and a channel for notifications in the Microsoft Teams app. [Create a Channel](https://support.microsoft.com/en-us/office/create-a-standard-private-or-shared-channel-in-microsoft-teams-fda0b75e-5b90-4fb8-8857-7e102b014525) ## 2. Create a Workflow and Get The URL Add a workflow to the notification channel. 1. Click the "..." icon next to the channel and click "Workflows" from the menu. ![image](https://pleasanter.org/binaries/ffdd27776f9b4b09a5b7c7b96d024b64) 1. Click the "More workflows" button in the dialog. ![image](https://pleasanter.org/binaries/6c3c28af29834613a16e8c3f97d2be57) 1. Click the "+ Create from blank" button. ![image](https://pleasanter.org/binaries/938c15efa97c452b9a3fdf9a872e9647) 1. Enter "webhook" in the search field and click "When a Teams webhook request is received" from the search results at the bottom. ![image](https://pleasanter.org/binaries/774c05480e244fe09a96cd16ea95a5de) 1. Select "Anyone" for "Who Can Trigger the flow?" and click the "New step" button. ![image](https://pleasanter.org/binaries/179520e1203f42f4a57a2d15f0ebe34f) 1. Enter "teams" in the search field and click "Post message in a chat or channel" from the search results at the bottom. ![image](https://pleasanter.org/binaries/0cbebc161836424f95f6e5ad2217fb3e) 1. Enter each column and click "Save". |Input Column|Body| |:---|:---| |Post as|Select "Flow bot"| |Post in|Select "Channel"| |Team|1. Select the notification channel you created in advance preparation| |Channel|1. Select the notification channel you created in advance | |Message|Copy and paste the following string<br>@{triggerBody()?['text']}| ![image](https://pleasanter.org/binaries/ad60234b688e4e4abc7c30a06661c8d6) 1. Click "When a Teams webhook request is received" and click the "Copy URL" button to the right of the "HTTP POST URL" field. ![image](https://pleasanter.org/binaries/60ea7eff02a7404390b3cdb6e03f3d90) ## 3. Pleasanter Settings 1.Select the table for which you want to set notifications, open the "[Manage Table](/en/manual/table-management)" - "「Notifications」" tab, and click the "Create New" button. ![image](https://pleasanter.org/binaries/ee8b9fbfeaee43de86f774f72664612d) 2.Select "Teams" as the notification type, paste the URL copied in 2.8. into the address field, and click the "Add" button. ![image](https://pleasanter.org/binaries/a3bd823777394ad194d4e87c3ae5730d) 3.Click the "Update" button. This completes this procedure. ![image](https://pleasanter.org/binaries/a1d9637beaa64baa98728b103318bfaa)
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