Configure Slack Chat History Archiving

Configure archiving for a Slack integration to store conversation history with the Business Object record once it reaches the end of its life cycle. When the Business Object record reaches the end of its lifecycle, the Slack channel is automatically archived.

Prerequisites:

The Business Object used with the Slack integration must be configured to store history and chat-related attributes must be applied to the Group Member used to store history.

To create chat history archiving:

  1. Create a Blueprint.
  2. From the Object Manager, select the Business Object that is configured to integrate with Slack. For example, select Incident.
  3. Edit the Business Object, and then select the Bus Ob Properties button.
  4. Select the History page.
  5. From the Chat History drop-down list, select the Group Member that will store Slack conversations. For example, select Journal - Remote Support History.
  6. Select OK.
  7. From the Object Manager, edit the Group Member that will store Slack conversations. For example, edit Journal - Remote Support History.
  8. Create or modify three Text fields that will store data from Slack with the following field settings. (General attributes are stored on the Advanced page for each field. See Define Advanced Properties for a Field.)
    • Chat Conversation Field
      • Description: Stores formatted conversations.
      • Field Length: Max allowed
      • General attribute: ChatConversation.
    • Chat History Field
      • Description: Stores JSON from Slack.
      • Field Length: Max allowed
      • General attribute: HistoryDetails.
    • Chat Timestamp FIeld
      • Description: Adds date/time information to conversations.
      • Field Length: Max allowed
      • General attribute: ChatConversationWithTime
    The Chat Timestamp field is optional.
  9. Publish the Blueprint.