These instructions will walk you through the installation process for the ScreenSteps Microsoft Teams integration as well as testing out the integration in Microsoft Teams.
The user performing these steps must have Administrator privileges in ScreenSteps and permission to authorize applications to connect to Microsoft Teams.
Installation
If you do not see Microsoft Teams listed under Integrations please contact customer support to have it added.
In the dialog that opens, click the Configure button.
Click Next.
Click the Connect button under Microsoft Teams Connection. This will authorize ScreenSteps to connect to your Microsoft Teams account so it can configure the application.
A new browser tab will open on the Microsoft website and you will be asked to login if you have not logged in already. Go through the authorization screens that appear.
After successfully connecting ScreenSteps to Microsoft Teams you will see this screen. Once you do you can close the browser tab which should return you to the ScreenSteps website where you continue the configuration.
In ScreenSteps you should now see a green dot next to Microsoft Teams Connection. Next, click on the Connect button under Microsoft Bot framework Connection. This will authorize ScreenSteps to work in your Microsoft Team chats.
After successfully connecting ScreenSteps to the Microsoft Bot framework you will see the same success screen you did before. Go ahead and close the browser tab.
Now you need to enter the connection details for ScreenSteps. Scroll down until you see the ScreenSteps API V2 Connection form.
- Enter a subdomain for the site you would like to bee able to search in ScreenSteps. Refer to How to find the subdomain for your site if you need help locating it.
- Enter an admin login for the username
- Use an API token scoped to the site whose subdomain you entered above. We recommend creating a new token and naming it Microsoft Teams. Refer to Generating a ScreenSteps API Token for more info.
Click Finish once you are done.
Success! Your Microsoft Teams integration has now been activated.
The ScreenSteps Microsoft Teams app can be installed from Microsoft AppSource using the following link:
https://appsource.microsoft.com/en-us/product/office/WA200005131
Test in Microsoft Teams
Now it is time to test out the integration within Microsoft Teams. You can access ScreenSteps features from the Search bar as well as from messages.
You can access the ScreenSteps app from the search field in Microsoft Teams. From the search field start typing @ScreenSteps and select the @ScreenSteps app that appears in the filtered list.
You can now select the Search or Request an Article options. Start by clicking on the Search option.
You are now prompted to enter your search query.
Start typing the phrase you want to search on. Microsoft Teams will query the ScreenSteps server and return results from your site.
Clicking on one of the search results will display a card. You can do the following from this card:
- Open the article in a new browser tab
- Copy the card to the clipboard so you can paste it into a chat message.
This is an example of the card pasted into a chat message.
If you select Request an Article from the options list then you will be presented a form for submitting an article request to your team.
Using the Request an Article option requires that your account has the feature available and that it has been activated for the site that is being searched by Microsoft Teams.
Fill in the Question you have that isn't answered in your Knowledge Base as well as any additional details that will help your team create the article. Click Submit and you are done.
You can access the Search and Request an Article features from the message interface as well.
- Click on the … in the message editor.
- Click on the ScreenSteps app.
In the dialog that appears you can enter your search query or click the + button to access the Request an Article dialog.
If you enter a search query you can click on any of the results to insert a link to the article into the message.
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