Appointments in Your Workflow

Some or all functionality described in this article is currently unavailable. We are working to restore it. For details, see Known System Limitations.

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