Schedule and Assign Single Item

Assign a record and book a meeting on a user's calendar

You must be authenticated with Google Workspace or Microsoft 365 calendars to use this action.

This action can only be used as part of a Screen flow, working with one item at a time.

Looks through the list of users associated with a Gradient Works Queue and schedules a meeting with the user who was least recently assigned and is free during the provided meeting time. The item will also be assigned to this user. The item may be of any type (e.g. Account, Lead, etc). The assignment is performed immediately.

By default, if there are no users with calendar availability at the requested time, we will double book the user who was least recently assigned and assign the item to that user. If you prefer that we do not double book a user and instead do not perform any assignment, specify doNotAssign as the ifNoneAvailable input.

If you specify a capacity using capacityValue or capacityValueField, that value will be used in capacity calculations when scheduling the meetings and assigning the item to a user. For example, if you specify a capacityValue of 5, users must have an availableCapacity greater than or equal to 5 to be eligible for assignment. If no capacity is specified, we assume a null capacity value for the item and do not perform any capacity calculations during assignment.

You can access the results of the assignment attempt in the Assignment object included in the output. It will include information about if the assignment completed successfully or if there was an error as well as information about the user that received the item. You can use this Assignment object as an input to other actions such as Send Slack Message.

If an API error occurs during scheduling, this action will return an error and stop attempting to schedule or assign the item. Add a Fault Path to your Flow to perform additional steps as a result of this error.

Configuration

Flow Element

Apex Properties

Name	Required	Type	Description
item	Yes	SObject	The Salesforce object to assign
meetingEndTime	Yes	Datetime	What time the meeting should be scheduled to end at
meetingStartTime	Yes	Datetime	What time the meeting should be scheduled to start at
meetingTitle	Yes	String	Title of the meeting
queue	Yes	String	The target queue. May be an Id or the queue name.
capacityValue	No	Long	Capacity value to apply to the assigned item
capacityValueField	No	String	Retrieve capacity from a field to apply to the assigned item
ifNoneAvailable	No	String	One of "doNotAssign" or "doubleBook". The default is "doubleBook" if no value is provided.
meetingDescription	No	String	Description of the meeting
meetingGuestList	No	String	Who should attend the meeting
meetingLocation	No	String	Where the meeting is going to take place
meetingLocationField	No	String	Retrieve value of meeting location from this field on User object

Outputs

Name	Type	Description
assignment	Assignment	Information about the assignment, including who the item was assigned to
calendarEvent	CalendarEvent__c	Details of the scheduled calendar event
errorMessage	String	Message describing any error that occurs during scheduling
isSuccess	Boolean	Whether scheduling the calendar event was successful or not