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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
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