Create Appointment

Use Create Appointment to prompt the user to schedule an appointment as part of a workflow process, or to automatically create an appointment with predefined values and no user input. You can use this action only with records that have been created and attached to a workflow. This means you cannot use it with primary rules.

The table below describes the Create Appointment fields on the New Workflow Action Details screen.


Field	Description
Type	The action to be performed.
Get Default User From	The user assigned to the appointment. You can use the # symbol to add information about the current user. For more information, see Using the ## and # symbols. If you've specified a user in User, leave this blank.
Attribute	The attribute of the button on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user.
Label for new appointment	The label that's attached to the appointment. You can use it in JavaScript conditions on future workflow rules to test the values of fields on the communication. For example, Display the Closed workflow rule when Status of related communication labeled "XYZ" is Complete.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.
Action	The type of action. For example, Meeting.
Subject	The subject of the action. For example, Customer demo. You can use ## symbols to add additional information about the related entity. For example, Customer demo for opportunity #oppo_opportunityid# closed on #oppo_closed#, displays the opportunity ID and the Date/Time the opportunity was closed. For more information, see Using the ## and # symbols. You should use a unique subject to make it easy for users to differentiate a large number of similar records in a list in Sage CRM or in Outlook, if you're using Exchange Integration.
Details	The appointment details.
Status	The status of the appointment.
Priority	The priority of the appointment.
Private	Specifies that the appointment is private. A private appointment is not displayed in the Team calendar.
Created By	The user who created the appointment. This is the current user.
Created Date	The date on which the appointment is created. This is the current date.
Percentage Complete	The percentage of the appointment that's completed. The user enters this value.
Completed Time	The percentage of time allocated to the appointment that's completed. The user enters this value.
User	The user assigned to the appointment. If this is blank, the user in Get Default User From is used.
Reminder	The time before the appointment at which a reminder is sent.
Send Reminder Message	Sends a reminder to the user assigned to the appointment. Reminder formats and priorities are set up in the user’s Reminder Preferences.
Team	The team assigned to the appointment.
Current Time Offset	The number of minutes between the time at which the action is executed and the time at which the action is recorded. This is useful if users are working in a different time zone to the current time.