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Configuring workflows for appointments

1. An appointment is scheduled, rescheduled, cancelled, reassigned, modified, and deleted.
   
2. A scheduled appointment is marked as completed or overdue.
   
3. An appointment is modified or created on a particular date or time.
   

Part 1: Define rule execution

1. An appointment is scheduled, rescheduled, cancelled, reassigned, modified, or deleted.
   
2. A scheduled appointment is marked as completed or overdue.
   
3. An appointment is modified. For example, the address field is changed.
   
4. An appointment is created or rescheduled.
   

Part 2: Specify record condition

Choose a criteria to specify which records the rule applies to. For example, if lawn care is outsourced to a third-party vendor, you can notify them through webhook when a lawn care appointment is created. This will allow them to prepare well in advance.

Part 3: Specify instant and scheduled actions

1. Webhook
   
2. Email notification
   
3. Function
   
4. Field update
   
5. Tag (for instant actions only)

1. Go to Setup > Automation > Workflow Rules.
   
2. Click Create Rule.
   
3. In the Create New Rule page:
   
1. Select Appointments from the Module dropdown.
   
2. Enter the Rule Name and Description.
   
3. Click Next.
   
4. In When do you want to execute this rule?:
   
1. Select On a record action and check one of the following options:
   
1. When an appointment is and then select scheduled, rescheduled, cancelled, or one of the other options from the dropdown.
   
2. When a scheduled appointment is and then select marked as completed or overdue.
   
3. When any of the above actions happen.
   
2. Select On a Date/Time and select a field from the Based on which Date/Time field this rule should be executed dropdown.
   
5. Click Done.
   
6. In the Which appointments would you want this rule to apply to? dialog, select Yes or No.
   If you select yes specify the condition.
7. In Apply this rule to select a module if you want the rule to be applied to records from a specific module.
   If you don't select a module the rule will be applied to all modules.
   
8. If you choose a module under Apply this rule to, then check if the rule should apply to all records or specific records.
   
9. Specify the conditions to apply this rule to specific records only. 
   
10. Click Done.
    
11. Select an instant or scheduled action from the list.
12. Click Save.