You’ll need an NSAppointmentAgent to create, populate, and save a new appointment. Use one of these methods as a starting point, and look up more options in the API reference.
CreateDefaultAppointmentEntity()
CreateDefaultAppointmentEntityByType(Integer type)
CreateDefaultAppointmentEntityByTypeAndAssociate(Integer type, Integer associateId)
Example: block out 2 hours starting now for a team lunch.
Red-letter days
Ever tried to set up an appointment around Christmas and wondered if it’s a red-letter day or not? Here’s how to check:
Delegation
Delegation is the act of assigning a follow-up to someone else. This means that the creator and owner of the appointment are two different persons. Common scenarios:
- A personal assistant manages the CEO’s diary on their behalf.
- HR is onboarding a new hire and sets up the introductory program for the employee ahead of time.
- A team lead is charged with calling 20 customers and delegates 4 calls to each of their 5 direct reports.
- A colleague is on vacation, but they need to phone a client when they get back.
- A consultant has arranged a meeting with a client, but has become ill and needs to send someone else.
To delegate an appointment:
- Create or update the follow-up as usual.
- Set
owner to the associate ID you are delegating to.
- Set
AssignedBy to the previous owner.
- Save.
AssignedBy is set when you change the owner, but not before.
Relevant statuses