Use the Create Appointment window to create an appointment for yourself or another resource.

Be aware that if an appointment is created for a group or public calendar, then the "Private" check box is removed from the appointment creation page. Therefore, all group calendar appointments are public to all group calendar subscribers.

If an appointment is created without specifying starting time, then the appointment will be displayed in the untimed area in the calendar views.

HTML Calendar defaults appointment Type to "General" in the Create Appointment window. You can change the default type from the Type drop-down list. The available types shown in the list are only the types that are mapped to the source object "Appointments". However, if no task types are mapped to the object "Appointments", then all of the types will be displayed in the drop-down list.

In the Reference region, you can relate the appointment to a business object, such as an opportunity. Appointments do not follow the Tasks data security rules for the "Relate To" (or Reference) list of values.

   Steps:

1. Enter a name for the appointment.

2. The start date reflects the current date and is automatically populated. You can change the date if necessary.

3. Click the Go button to select the time zone where the appointment is scheduled. This overrides the client time zone set in your calendar profile.

4. Using the drop-down lists, define the following information for the appointment:

   • Start Time: If you accessed this window by clicking the + icon in the daily or weekly view, the default is the time you selected. If this field is left blank, then your appointment will be displayed in the untimed area in the calendar views.

   • Duration: If you accessed this window by clicking the + icon in the daily or weekly view, the default is one hour.

   • (Task) Type: You can update the default type "General" to other type if needed.

   • (Task) Category

   • Priority (Status)

5. Select when you want to be reminded of an appointment:

   • Do Not Remind Me

   • 15 Minutes Before

   • 30 Minutes Before

   • 1 Hour Before

   • 2 Hours Before

   • 1 Day Before

   • 2 Days Before

   • 3 Days Before

   • 1 Week Before.

     The default value is "Do Not Remind Me". If you choose to receive a reminder, you will receive a workflow notification in your Personal Home Page Worklist. However, You will not receive an e-mail notification since you cannot receive both e-mail and a notification in your Personal Home Page.

6. Select the Private check box if this is a private appointment. If the appointment is created for a group or public calendar, then you will not be able to see the Private check box in the creation page.

7. Enter a description for the appointment.

8. Select the related business object.

   1. Use the Reference Type drop-down list to select an object to reference a person, organization, or opportunity.

   2. Enter the related object name.

9. Click Create to save the current appointment and return to the Appointment Details window where you can update or delete the appointment. Click Create and Create Another to save the appointment and proceed to the Create Appointment window again to create another appointment.