Appointment — entity reference

The execution record of a product demo / test drive: process and outcome fields (demoStatus, demoRating, customerVoice, usage readings, cancellation reason) around a demo of an item (itemId) or demo asset (demoAssetId) for an account. Despite its display label, this is NOT the global scheduling record - scheduling lives on the separate Appointment entity, which this row points at via appointmentId. Creating or rescheduling a demo reserves branch time slots (branchTimeSlotId / branchTimeSlotBookingId are reserved and released by the handler as slot, date, confirmation or cancellation change) and auto-assigns the owning resource. Links onward to the opportunity, order, service order and delivery order it produced or served, and field visits can reference it via Visit.productDemoId.

Fields

Actions

Validations

Related entities

• Item — looks up via ItemId
• UserAccount — looks up via CreatedById
• DeliveryOrder — looks up via DeliveryOrderId
• Account — looks up via PartnerAccountId
• BranchTimeSlotBooking — looks up via BranchTimeSlotBookingId
• UserAccount — looks up via ModifiedById
• ServiceOrder — looks up via ServiceOrderId
• Account — looks up via AccountId
• UserAccount — looks up via UserId
• UserAccount — looks up via OwnerId
• Opportunity — looks up via OpportunityId
• Asset — looks up via DemoAssetId
• Branch — looks up via BranchId
• Order — looks up via OrderId
• BranchTimeSlot — looks up via BranchTimeSlotId
• Resource — looks up via ResourceId
• Visit — referenced by via ProductDemoId
• VisitTaskActivity — referenced by via ProductDemoId

Related topics

• Entity reference index
• Customizing xMatix