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Hi,
I have an Event entity where the activities have been enables so users can add appointments to this entity (and sync them in outlook).
Obviously, the regardingid is automatically set due to the mapping functionality. But what about the other fields?
- Example: I have an appointment Type that needs to be set to Event. Can I somehow create a workflow so whenever a new appointment is created from the event entity, the fields of the appointment are populated with certain values, either fixed or either dynamic from the parent (event)?
Do I create a workflow on the event entity or the appointment entity? - How do I set the fields when the child is created?
Many thanks in advance!
Regards,
Christopher
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If you are creating or adding an appointment from the event form, oob mapping will work
If you are creating appointment independently and then filling regarding event, workflow will work after save
If you want the values to populate before save, u can either write a JavaScript or precreate plugin
Ok, so that works, but unfortunately not a solution. The fields should be populated onload (when the appointment screen open us) so the user should only change a limited amount of details. Can workflows do this, or does this need to be done through:
a) javascript?
b) passing URL variables to the new screen (not sure how that would work though)?
The problem here is that the mapping is not always directly the same data type. So for example, if the regarding field is an event record, I need the appointmentType field to be set to Event. So I tried the answer from Prashant, but nothing is updating currently.
I tried this, but nothing is being updated when I create/add an appointment from the event 'activities" menu.
The scope is currently set to User. Could this be the issue?
PS: also tried created an appointment from scratch and set an event in the regarding field ... also nothing happens.
Hi Christopher,
+1 for Prashant's suggestion.
Another method is to create a field mapping in the 1:N relationship. You can open the 1:N relationship between Event and Appointments from Event's 1:N relationship list. On the left pane click Mappings. Click new to map a new set of fields. Please see below example. This is useful when using CRM UI to create Appointments from Event.
Create a workflow (realtime)
Trigger it on appointment creation
check condition, if Regarding (Event) created on contains data
Update Appointment>>Set Properties>>map event fields to appointment here
Activate
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