Save and Create Appointment

From an activity record, you can create a new calendar event for the organization related to the activity. Additionally, the new calendar event in the workspace defaults to the organization's workspace. The activity work item is saved, and an appointment work item is created.

To save and create an appointment:

From the open Organization record, expand Activities.

Select an Activity for which you want to create an appointment. If there are no activities listed, add one first.

From the open Activity, under Workflow click Save and Create Appointment.
The Appointment form opens with the event details that you completed earlier.

Complete the form.

Time Zone	Required.
Subject	Required.
All Day Event	Select this option if the appointment is an all day event. This sets aside the time on your calendar to avoid conflicts. This option auto-fills the Start Time and End Time for the selected date.
Private	Displays the appointment details on the user's calendar as private to any other user who may be viewing.
Start Date	Required. Start date of the appointment.
End Date	Required. End date of the appointment.
Start Time	Required. Start time of the appointment.
End Time	Required. End time of the appointment.
Meeting Type	Required.
Meeting Status	Required. Select Pending, Confirmed, Completed, Canceled. The initial setting is Pending.
Meeting Category	Customized by your installation through Lookups. For configuration assistance, log an Extranet case.
Organizer	Required.
Workspace	Defaults to the organization's workspace. If the organization has multiple workspaces, you can use the workspace selector to choose one of the associated workspaces.
Organization	Defaults to the organization associated with the activity.
Contact	The contact person associated with the activity. If not set, you can select a user or add a new user from this list.
Location	The location of the appointment such as phone, physical location, virtual meeting, and so on.
Body	Provide a description or objective of the appointment. For example, if this appointment is for a meeting, list the agenda.

Click Save.

Any changes made to the activity prior to clicking the link are saved when the link is selected. Validation on the activity, such as required fields, also happens when the link is selected.