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CTX-Microsoft-Teams-Integration

The Cortex Microsoft Teams integration module allows you to create information and action cards in Microsoft Teams. More information regarding the cards layout can be found in: message card reference

How to use intructions

Architecture

To be able to integrate Cortex with Microsoft Teams there a few key configurations required:

  • Webhook needs to be created in Microsoft Teams (Microsfot Teams Incoming Webhooks)
  • IIS application needs to be created (example: \TeamsInterface)
    • Application should route all requests into the Cortex Flow API URL
    • Application should add the Cortex Flow API authentication header
    • A trusted SSL certificate needs to be used (Microsoft Teams does not support self signed certificates)
      • You can use a free service to generate a trusted SSL certificate
  • Cortex server requires connectivity to Microsoft Teams webhook URL

  image

Use cases

The following use cases drove the requirements for the implemented functionality.

Informative message posted to Microsoft Teams

  image

Requirements:

  • Create card with

    • Single section
    • Title
    • Section Title, Subtitle and Image
    • Section Facts
    • Text
  • Example

  image

Action message posted to Microsoft Teams

  image

Requirements:

  • Create card as an the informative card with:

    • Actions with buttons
      • HTTP Button
      • HTTP Button with Text
      • HTTP Button with Multiple Choice
      • HTTP Button with Date Choice
      • These buttons will send an HTTP rest request
  • Example

  image

Implemented functionality

The following subtasks were implemented:

  • Teams-Create-Action-HTTP-Button
  • Teams-Create-Action-HTTP-Button-With-Text-Input
  • Teams-Create-Action-HTTP-Button-With-Multiple-Choice-Input
  • Teams-Create-Action-HTTP-Button-with-Date-Input
  • Teams-Create-Action-Open-URI-Button
  • Teams-Create-Message-Card
  • Teams-Send-Message

The following flows were implemented:

  • Teams-Incoming-Request-Parser
    • Used as a generic flow to parser the requests coming from the Microsoft Teams Webhook
  • Teams-Request-Monthly-Report-Approval:
    • This flow sends an action card with 2 buttons where one requires text input
    • Example below:   image

Demo

TeamsIntegrationDemo

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