What is the best way to create a workflow that creates an appointment after a meeting is booked using a booking URL. It should copy the meeting start date for the appointment start date and the end date should be the start date + 30 mins. The duration of the appointment would inherently become 30min. Contacts should have the ability to re-enroll.
Hi @chandler-ives,
Here’s how I would approach this. You would choose the event-based trigger and choose a meeting-booking and filter by “Form is known”, limiting bookings to those which came through form submissions. Re-enrollment is automatically enabeld for event-based workflows.
Keep the first limitation in mind here: if multiple contacts are added to that meeting, multiple enrollments might happen. Since there currently are no meeting-based workflows, this would be a limitation you’d have to live with – unless custom code actions and the help of a developer are an option.
You can then create an appointment using the create record workflow action. By clicking into a field, then following the steps after “Edit available data”, you can access information (like the start date) from the most recently updated meeting.
This would be a second limitation here, there could be edge cases where the meeting that triggers enrollment is not the one this action will pull information from. It should be in most cases but again, since there is no such thing as a meeting-based workflow at the moment, there is no 100% guarantee.
As for the 30 minute duration, it would be easiest to create a calculation property that adds 30 minutes to the start date, then use a workflow to copy the value from the calculation to the actual appointment end property: Create calculation and rollup properties
Best regards!