Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Activity telephone Tile - scheduledend field set automatic as createdon field

(0) ShareShare
ReportReport
Posted on by 52

Hi,

I created a simple CJ with  3 tiles:

1-Landing Page

2-Mkt Email

3-Telephone

The CJ seems work good, and when a guy fill the landing page and s Contact record is created, immediately start a welcome email and a telephone activity record is created.

There are no trigger in the CJ.

The question is that the telephone activity is linked to a Model telephone activity.

In this model i set non value in the field Planning Type

pastedimage1605279555360v1.png

In fact i don't want no Date fixed, no Date delayed. I expected that the  scheduledend field  in my record activity will be empty., Instead i see that the system set  scheduledend=createdonpastedimage1605279896372v2.png

I don't want this. When i create a telephone activity in timeline, scheduledend field is empty usually

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Activity telephone Tile - scheduledend field set automatic as createdon field

    Hi Luca,

    By clicking the “Yes” above the answer. :) (Under the Did this answer your question?)

    Regards,

    Clofly

  • Luca-V6 Profile Picture
    Luca-V6 52 on at
    RE: Activity telephone Tile - scheduledend field set automatic as createdon field

    Sure Clofly!

    Where i can set mark as verified?

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Activity telephone Tile - scheduledend field set automatic as createdon field

    Hi Luca,

    So could the solution work for you?

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Luca-V6 Profile Picture
    Luca-V6 52 on at
    RE: Activity telephone Tile - scheduledend field set automatic as createdon field

    Hi Clofly,

    yes I tried to add a tile with a WF which create a telephone activity yet and I cheched that in that case the schedulend field is ok yet.

    I ask myself which is the utility of a template telephone if the schedulend field is always set with date createdon.

    Is useful only for a user who set date delyed or fixed.

    Thanks

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Activity telephone Tile - scheduledend field set automatic as createdon field

    Hi Luca,

    Scheduledend field will always be populated if a phone call is created from template, it is by design.

    If you want to keep the field empty, there are two solutions:

    1. Instead of with phone call template, run on-demand workflow to create phone call, it is same as we create a phone call directly.

    pastedimage1605516358008v2.png

    pastedimage1605516330071v1.png

    Test:

    To make comparison, I added both template tile and workflow into customer journey.

    pastedimage1605516484496v3.png

    Phone call 1 is created directly by form.

    Phone call 2 is created by workflow. 

    Phone call 3 is created by template.

    We can see that scheduledend field of the second record is empty.

    pastedimage1605516525905v4.png

    2. For phone call which is created by template, its customer journey iteration field will be populated with the original customer journey.

    (I added the field to the form manually.)

    pastedimage1605516921581v6.png

    Therefore, you can also trigger a workflow on creation of phone call, if its customer journey iteration field contains data, then clear the scheduledend field.

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans