Goals for Appointment Type

(0) Share

Report

Posted on by MichelleM

267

Hi,

I've had a look through but can't find the answer to this, so hoping someone here can help?

I would like to set separate Goals for Online and Face-to-Face Appointments, am I able to define these as separate goals based on the 'Is Online Meeting?' Y/N field on the Appointment?

Thanks for your help.

I have the same question (0)

All responses (2)

Answers (1)

Leah Ju Microsoft Employee on at

Like (0)

Report

Hi Partner,

'Is Online Meeting' field?

Do you customize the fields? Because that I didn't find it in the list of Appointment fields provided by the system.
If it does exist, you can indeed use that field as a filter when creating the rollup query.

Was this reply helpful? Yes No
Verified answer

MichelleM 267 on at

Like (0)

Report

Thank you, I had somehow completely missed the Roll Up Queries part of the documentation!

All sorted now.

The field is a standard field, but maybe it is added when you activate the Teams integration, as it's labelled 'Teams Meeting' on the Appointment form - Logical Name: isonlinemeeting

That was available in the criteria of the Roll-Up query, so I have it working now. Thanks again!

Was this reply helpful? Yes No