Hi,
I have a round robin calendar meeting setup using the meeting scheduler. I need to, in a different workflow, find out which user was picked by the system for this meeting (assuming i have the meeting link) after it has ended. Is there any existing association to this meeting to navigate through and get the chosen user?
Thanks
Hi @AR0,
When you add enrollment criteria or branches in a contact-based workflow, for example, you can always click Add filter, then change the Filtering on dropdown to access Meeting properties.
This is where you can set up branches where each branch corresponds to a user, e.g. branch “John Doe” would be filtering for contacts associated to meetings with create date = less than 1 day ago AND any other criteria might apply.
Since there are no meeting-based workflows (which would make this very easy), this entire approach is unfortunately not super-reliable and robust. One challenge, for example, is re-enrollment based on meeting properties.
Have a look and let me know if you have any follow-up questions!
Thanks for the reply!
The workflow mentioned gets triggered on a different contact based event. The meeting is already concluded by the time it runs. Is it possible to retrieve it in the middle of this workflow perhaps as a step?
@AR0 yes, via a branch (see my previous reply) or using a custom code action.
I tried having the workflow run on a test scheduled meeting but the host id returned by the trigger (as hs_meeting_assigned_to_id) doesn’t point to any user and gives me a 404 when trying to access directly. Im basically trying to assign this user as the owner for a known deal so im wondering if this id can be used to locate their user record.