Create Appointment activity

An activity that creates an appointment on a Microsoft Outlook calendar.


Create Appointment activity

Configure the Create Appointment activity

To configure the Create Appointment activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Exchange Server tab.

    Open Exchange Server tab
  3. On the Exchange Server tab, drag the Create Appointment activity onto your process.

    Drag Create Appointment activity

General Configuration

Specifies the basic settings for the Create Appointment activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Appointment Configuration

Specifies the configuration for the Create Appointment activity.

Figure: Create Appointment Configuration screen

Create Appointment Configuration screen

Fields

Field NameDefinition

Exchange Server

Function:
Specifies the access token that connects to your Exchange Server.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Create appointment on behalf of other account

Function:
Specifies whether to create an appointment on behalf of another user in the same domain.

To create an appointment on behalf of a user whose account is not specified in the Microsoft Exchange access token, the user account for the access token must have global administrator access rights in Exchange.

Accepted Values:
  • Selected - Creates an appointment on behalf of another user.
  • Deselected - Does not create an appointment on behalf of another user.
Default Value:
Deselected
Accepts Process Data Variables:
No

Email ID

Function:
The user's e-mail address.
To Open this Field:
Select Create appointment on behalf of other account field.
Accepted Values:
A text string in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Subject

Function:
The details about the appointment or meeting.
Accepted Values:
  • One line of text that can have spaces.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

Location

Function:
Specifies the location for the appointment or meeting.
Accepted Values:
  • One line of text that can have spaces.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

Start Date

Function:
Specifies the start date and time of the appointment or event.
Accepted Values:
  • A valid date and time.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

End Date

Function:
Specifies end date and time of the appointment or event.
Accepted Values:
  • A valid date and time.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

Time Zone

Function:
Specifies the time zone for the appointment or meeting.
Accepted Values:
A time zone from the list.
Default Value:
None
Accepts Process Data Variables:
No

Body

Function:
Specifies the body of the e-mail.
Accepted Values:
  • More than one line of text.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes