I’d like to simplify the “Schedule Meeting” form by (1) removing the “reminders” bit and (2) just send an email the day before the meeting to every invitee.
I’ve already removed the “Reminders” field from the layout. Now I’d like to create a Workflow for (2) but it looks like the Workflow module doesn’t know about meeting invitees…? The “related field” only options are:
Accounts : Account
Contacts: Contact
Leads : Leads
Users : Users
Users: Assigned to
Users: Created By
Users: Modified By Name
Instead of removing and then replacing it with a Workflow, have you considered leaving it there, just hiding it from the screen (so the user never sees the Reminders section) and setting it to hard-coded values of 1 hour before? This way the normal invites mechanism would still be operational, only it would use the same settings every time.
I’ve experimented with the “related to” possibilities and found out that the “Users: Users” and the “Contacts: Contact” DO refer to the meeting invitees (whether they are a CRM user or a contact)
So in my workflow I ended up just adding two “send email” actions, one for “Users: Users” and one for “Contacts: Contact”
(whether they are a CRM user or a contact)