Create Appointment
Home –> Reference –> Create Appointment
This shape creates an Appointment Activity in CRM.
This shape can optionally have a Page Form. This permits creating activity-based forms, which have all the fields necessary for carrying out this task by the user.
When the activity is Marked as Completed, the process flow continues.
The mapping of the fields is as shown below:
| CRM Field | AgilePoint setting |
|---|---|
| Required | RequiredAttendees property |
| Optional | OptionalAttendees property |
| Subject | Subject |
| Location | Location property |
| Regarding | RegardingEntityId & RegardingEntityType properties |
| Start Time | Start On property |
| End Time | End On property |
| ExistingActivityId | Existing Activity Id |
| All Day Event | AllDayEvent property |
| Description | TaskDescription property |
| Priority | Priority property |
| Owner | Participant property. When Participant is a Queue, OwnerID property |
| Other fields | Set using the ActivityProperties property |
| SaveCrmActivityFieldsTo | Save CRM Activity Fields To |
Participants
The property ConfigureParticipants allows to set the Activity owner and (optionally) assign the activity to a queue, just clicking on the ellipsis button.
To see full configuration navigate to the Participants detailed section.
Other Common Properties
All shapes have many other common properties. Look them up here: Common Properties
Actions
See Actions