Add an event to the agent calendar

Users with the agent schedule user role can add events to their personal calendar.

Before you begin

Role required: agent_schedule_user

Procedure

  1. Navigate to your calendar.
    • Customer Service > My Schedule
    • Field Service > Agent > My Schedule
  2. Double-click a timeslot or click and drag over a timeslot on the calendar to open the New Event form.
  3. Fill in the fields on the New Event form, as necessary.
    Field Description
    Name The name of the event.
    Type The type of event:
    • Time off
    • Appointment
    • Meeting
    • Phone call
    • Excluded
    • On call
    • Time off - in approval
    • Time off - rejected
    Show as Show this event on the agent's personal calendar as one of the following:
    • Busy
    • Free
    • Tentative
    • On call

    Select Busy to exclude the block of time from agent availability calculations for the auto assignment and the case assignment workbench.

    When The start date and time of the personal event.
    To The end date and time of the personal event.
    All day Enable this check box if the event lasts all day.
    Repeats Create a repeating event by selecting the frequency. Depending on the selection, other fields are required to complete the frequency information.
    • Does not repeat
    • Daily
    • Every Weekday (Mon-Fri)
    • Every Weekend (Sat, Sun)
    • Every Mon, Wed, Fri
    • Every Tue, Thu
    • Weekly
    • Monthly
    • Yearly
    Repeat every Enter a number for the frequency of the repeated event.
    Repeat on For weekly events, select a day of the week.
    Monthly type For monthly events, select one of the following. These selections use the day and date in the When field as the basis for repetition.
    • Day of the month
    • Day of the week
    • Last day of the month
    • Last week of the month
    Yearly type For monthly events, select one of the following:
    • Day of the year: this selection uses the day and date in the When field as the basis for repetition.
    • Floating: for this selection, complete the Float week, Float day, and Float month fields.
    Repeat until Select a date for the end of the repeated event.
    Float week For a floating yearly repeating event, select the week.
    Float day For a floating yearly repeating event, select the day.
    Float month For a floating yearly repeating event, select the month.
  4. Click Submit.
    The new event appears on the agent calendar and also in the Schedule Entries related list on the Agent Personal Schedule form.