Create follow-up

The soprotocol should be on the format: soprotocol:appointment.main[new=true]?appointment_id=0&...other args...

Refer to the follow-up arguments for full list of available properties/args.

Create a new follow-up with specified sale_id

To set sale when creating a new follow-up the property usesalecurrent needs to be set, in addition to the specific sale_id.

soprotocol:appointment.main[new=true]?appointment_id=0&usesalecurrent=true&sale_id=1000

Create a new follow-up with specified project_id

To set project when creating a new follow-up the property useprojectcurrent needs to be set, in addition to the specific project_id.

soprotocol:appointment.main[new=true]?appointment_id=0&useprojectcurrent=true&project_id=1000

Create a new follow-up based on another follow-up

soprotocol:appointment.main[new=true]?appointment_id=0&basedon=1000

Create a follow-up on 2020-12-15 using default time (next 15-minute slot)

soprotocol:appointment.main[new=true]?appointment_id=0&doby=2020.12.15 10:30&usedefaulttime=true

Create a follow-up with a specified title and agenda

appointment.main[new=true]?appointment_id=0&appointmenttask_name=6&appointmenttitle_name=Meeting Title&appointmentagenda_name=Agenda

Follow-up arguments

The following arguments are supported when creating a new follow-up

PropertyDescription
appointment_idID of the appointment to open. If set, the appointment will be opened. For new appointments, this should be set to 0.
appointment_typeType of the appointment. 5 = Todo, 6 = Phone. Anything else is considered a meeting. This will be used to select the task type.
tasktypeID of the task type to use for the new appointment. This lets you set an actual task instead of the default meeting, default phone and so on from appointment_type
appointmenttitle_nameTitle of the new appointment.
appointmentagenda_nameAgenda of the new appointment (HTML).
appointmentdescription_nameDescription of the new appointment (plain text).
dobyStart date when creating new appointment. Format: YYYY.MM.DD HH
. Can be without time information.
enddateEnd date when creating new appointment. Format: YYYY.MM.DD HH
.
lengthDuration when creating new appointment – set instead of enddate. If both are set, length wins.
usedefaulttimeIndicates that the doby/enddate parameters above are missing the time component, and the default time should be used.
calendarassociate_idThe owner when creating a new appointment.
useprojectcurrentIf true, sets ”current” project on the new appointment. For example, when creating an appointment from the project activity archive.
usesalecurrentIf true, sets ”current” sale on the new appointment. For example, when creating an appointment from the sale activity archive.
reopenIf true, uses the current sale and CreateDefaultReopenAppointment() to create the new appointment. Set when stalling a sale.
groupviewIf present, the appointment is created from the group view (Diary > View). Any text value will enable this.
addparticipantsIf present and groupview is set, adds participants from the current group view automatically. If not set, checks preferences for invite behavior.
basedonAppointment ID to use as the base of the new appointment. Conflicts with reopen. If both are set, reopen wins.
suggestedappointment_idAppointment ID to use as the base of the new appointment. Conflicts with similar parameters, and the other parameters will win.
entityEntity to use with suggestedappointment_id. Can be “project” or “sale”. Defaults to “sale” if unset but suggestedappointment_id is provided.
assigntoIf set to any string value, the appointment will be assigned to the requested owner.
createParameter passed to CreateDefaultAppointmentEntityFromSaleSuggestion(). Should be “true” or “false”.
pidsComma-separated list of person IDs to invite.