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Scheduling follow-up work with the Schedule Appointment shape

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The Schedule Appointment smart shape enables the user to schedule and configure follow-up work to be performed at a particular point in the flow lifecycle.

The user can utilize the “Instructions” field to specify any instructions to aid in processing the scheduled appointment.

Select Assignee

The user can choose from the following options:

  • Current Operator – Routes the appointment to the operator that initiates this action (e.g. by using it in a Campaign and executing the Campaign).
  • Specify Operator – Routes the appointment to the operator specified in the Operator field.
  • Workbasket – Routes the appointment to the workbasket specified in the Workbasket field.

Schedule Options

The user can choose from the following options:

  • Relative Date - Sets the appointment time relative to the time when this shape is processed in the action. The user must specify the relative number of days, the appointment time, and the time zone. The user can also enable the Business Days? checkbox to denote that the relative number of days should be applied using only business days.
  • Specify Date – Sets the appointment time to the specified date and time.
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