Meeting Scheduling Conflicts

💬 General Discussion
1

I would like to create a workflow that checks for meeting scheduling conflicts.

The workflow should check if the related parent (Accounts) are the same for two meetings at the same time. Ideally the workflow should check whether the times of the meetings fall in the same time window, but meetings on the same date can work too.

I would then like to send an email to the Assigned Users of each meeting with details of each meeting.

This will allow my staff to consolidate meetings instead of holding two separate meetings with the same Account.

Any assistance would be greatly appreciated.

Regards,

Saagar

2

Currently to test if it is working I have set the following conditions:

    Module	         Field	          Operator	        Type	Value

1 Meetings ID Not Equal To Field ID
2 Meetings Parent ID Equal To Field Parent ID