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Version: 2023 R3

Exchange events

Action used to add or delete an event in the user's calendar available on the Exchange server.

The action configuration window has four tabs: Settings, Author, Required participants, Optional participants.

Settings​

Basic configuration of the action (event).

Exchange events_Settings

1. Data connection​

Field used to define connection to the Exchange Server.

2. Trigger​

Allows you to define the behavior of action after it is triggered:

  • Write – add a new event,
  • Modify – change an event that already exists in the calendar,
  • Delete – delete an event from the calendar.

The option selected here affects the availability of other fields of the tab.

3. Field ID​

Field ID to which an Exchange identifier will be saved or from which it will be read.

4. Meeting details​

Detailed parameters of the meeting, such as date, location, category, subject and content (of the meeting notification).

tip

Separate individual Categories with semicolons, example: Category1;Category2
Dates from/to should be formatted as yyyy-MM-dd HH:mm:ss or field({123}).

5. Other settings​

Here you can define whether the meeting will be an All-day event, the Status at the event (free, busy, tentative, out of office, working elsewhere), the timing of any Reminders, and the Priority of the event.

6. Variables editor​

Dynamically generated tree containing all variables that may be used in the current location of Designer Studio. Information on how to use variables in WEBCON BPS, as well as a list of variables can be found here.

Author​

A tab to indicate the participants of the event/meeting.
The author of the meeting can be only one user. If there are more than one users, then the first user will be named as the author.

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1. Recipients​

This field defines location from which the addresses of the meeting participants will be taken:

  • All assigned users – users for whom there are tasks on the instance (direct and CC),
  • Assigned CC users – users for whom there are CC tasks on the instance,
  • Assigned users – users for whom there are tasks on the instance,
  • Author – author of the instance,
  • Predefined recipients – only users named in the fields Recipient addresses and Users and groups,
  • SQL or CAML query.

2. Recipient addresses​

Addresses of the meeting participants. They are added to the users from fields: Recipients and Users and groups.

3. Users and groups​

Participants of the meeting (also user groups). They are added to the recipients from fields: Recipients and Recipient addresses.

4. Dynamic​

Meeting participants defined dynamically based on a form field or an Item list column (e.g. of the Person or group type).

Required participants​

The tab allows you to define users whose presence is required at the meeting. A list of those users is created by combing the following lists: Recipients, Recipient addresses, and Users and groups.

Required

Optional participants​

The tab allows you to define users whose presence is optional at the meeting. A list of those users is created by combing the following lists: Recipients, Recipient addresses, and Users and groups.

Optional