Create follow-up

• 4 minutes to read

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

Property	Description
`appointment_id`	ID of the appointment to open. If set, the appointment will be opened. For new appointments, this should be set to 0.
`appointment_type`	Type of the appointment. 5 = Todo, 6 = Phone. Anything else is considered a meeting. This will be used to select the task type.
`appointmenttask_name`	ID of the task to create when creating a new appointment. This lets you set an actual task instead of the default meeting, phone, etc.
`appointmenttitle_name`	Title of the new appointment.
`appointmentagenda_name`	Agenda of the new appointment (HTML).
`appointmentdescription_name`	Description of the new appointment (plain text).
`doby`	Start date when creating new appointment. Format: YYYY.MM.DD HH:mm. Can be without time information.
`enddate`	End date when creating new appointment. Format: YYYY.MM.DD HH:mm.
`length`	Duration when creating new appointment – set instead of enddate. If both are set, length wins.
`usedefaulttime`	Indicates that the `doby`/`enddate` parameters above are missing the time component, and the default time should be used.
`calendarassociate_id`	The owner when creating a new appointment.
`useprojectcurrent`	If true, sets ''current'' project on the new appointment. For example, when creating an appointment from the project activity archive.
`usesalecurrent`	If true, sets ''current'' sale on the new appointment. For example, when creating an appointment from the sale activity archive.
`reopen`	If true, uses the current sale and `CreateDefaultReopenAppointment()` to create the new appointment. Set when stalling a sale.
`groupview`	If present, the appointment is created from the group view (Diary > View). Any text value will enable this.
`addparticipants`	If present and `groupview` is set, adds participants from the current group view automatically. If not set, checks preferences for invite behavior.
`basedon`	Appointment ID to use as the base of the new appointment. Conflicts with `reopen`. If both are set, `reopen` wins.
`suggestedappointment_id`	Appointment ID to use as the base of the new appointment. Conflicts with similar parameters, and the other parameters will win.
`entity`	Entity to use with `suggestedappointment_id`. Can be "project" or "sale". Defaults to "sale" if unset but `suggestedappointment_id` is provided.
`assignto`	If set to any string value, the appointment will be assigned to the requested owner.
`create`	Parameter passed to `CreateDefaultAppointmentEntityFromSaleSuggestion()`. Should be "true" or "false".
`pids`	Comma-separated list of person IDs to invite.