Updating the description field on a closed appointment

(0) Share

Report

Posted on by Community member

A staff member closed its appointment and realized they made a mistake in the description field. Is there a way to edit the description field on a closed appointment? TIA.

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

Hi,

You will need to reopen the appointment record and edit the description field. This article outlines one method for reopening a closed appointment record.

Was this reply helpful? Yes No
Suggested answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Hi Partner,

As Adrian suggest, you need reopen closed appointments if you want to edit description field.

You can use js code to implement it, but you can also try using a workflow to do it more easily.

1)Check 'As an on-demand process'

2)Add step--Change Status.

--Select options other than 'completed' and 'cancelled'.

Save and Active it.

Test:

Expand Flow and run this workflow

Refreshing current page:

If it's just a single appointment record that needs to be changed, you might consider updating the values directly using the workflow

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
Verified answer

Pradeep Rai 5,489 Moderator on at

Like (1)

Report

Hi,

Try below highlighted option:

For this Add Appointment entity to sitemap then click the Open in Excel Online option.

Note -- Only include the description and perform the above action.

Thank you,
Pradeep Rai

Please mark this as VERIFIED. if it helps you to resolve the query.

Was this reply helpful? Yes No