Appointments in Your Workflow

Including appointments in your workflow allows you to capture the total number of appointments for your records. You can take this a step further by customizing the specific appointment type that you want to trigger your workflow icons.

To view a list of all workflow customization options, see Workflow System Settings.

Appointments

The date on the appointment must be in the past for the workflow icon to light up.

Including [Appointment] in your workflow system settings will add an icon on your records that is triggered when an appointment is added.

[Appointment] is available for the following entities:

• Candidates - Using the candidateWorkFlowSteps system setting.
• Contacts - Using the clientContactWorkFlowSteps system setting.
• Jobs - Using the jobPostingWorkFlowSteps system setting.
• Leads - Using the leadWorkflowSteps system setting.
• Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records

Customized Appointments

Including [Appointment:____] in your workflow system settings will add an icon on your records that is triggered when an appointment is added with a specified type, where ____ represents your defined appointment type.

• Do not add a space after the colon. For example, [Appointment:First Meetup] is correct while [Appointment: First Meetup] is not.
• The appointment type that you specify must exist in the scheduleTypeList system setting.
• The date on the appointment must be in the past for the workflow icon to light up.

[Appointment:____] is available for the following entities:

• Candidates - Using the candidateWorkFlowSteps system setting.
• Contacts - Using the clientContactWorkFlowSteps system setting.
• Jobs - Using the jobPostingWorkFlowSteps system setting.
• Leads - Using the leadWorkflowSteps system setting.
• Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records