Create Meeting activity

An activity that creates a meeting on a Microsoft Outlook calendar.

Configure the Create Meeting activity

To configure the Create Meeting activity, do the procedure in this topic.

Good to Know

In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

On the Organizer, do one of these:
- Open a process.
- Create a process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Exchange Server tab.
  2. On the Exchange Server tab, drag the Create Meeting activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

Procedure

Complete the fields on the General Configuration screen.
For more information, refer to Configure General Options for a System Activity.
Click Create Meeting .
Complete the fields on the Create Meeting Configuration screen.
For more information, refer to Create a Meeting in Microsoft Exchange Server.
(Optional) Click Advanced > E-mail Notification .
For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the common information for a system activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No
Description	Function: Specifies an optional description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Create Meeting Configuration

Specifies the authentication mode to access Microsoft Exchange and schedule an appointment.

Fields

Field Name	Definition
Exchange Server	Function: Specifies the access token that connects to your exchange server. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No
Add Token	Opens this Screen: New Exchange Server Access Token Function of this Screen: Configures a new access token for Microsoft Exchange Server.
To	Function: Specifies the recipients for the meeting. Accepted Values: A list of valid e-mail addresses, separated by semi-colons (;). A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
Subject	Function: The details about the appointment or meeting. Accepted Values: One line of text that can have spaces. A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
Location	Function: Specifies the location for the appointment. Accepted Values: One line of text that can have spaces. A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
Start Date	Function: Specifies the start date and time of the appointment or event. Accepted Values: A valid date and time. A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
End Date	Function: Specifies end date and time of the appointment or event. Accepted Values: A valid date and time. A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes
Time Zone	Function: Select time zone for the appointment. Accepted Values: A valid time zone. Default Value: None Accepts Process Data Variables: No
Body	Function: Specifies the body of the e-mail. Accepted Values: More than one line of text. A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes

Create Meeting activity

Configure the Create Meeting activity

Good to Know

How to Start

Procedure

General Configuration

Fields

Create Meeting Configuration

Fields

Related Topics