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Integration & Automation-create schedule

1. Usage scenarios

If the company needs to hold a full summary meeting at the end of each month, it needs to prepare for the meeting in advance. Members of the conference group need to create schedules for themselves to facilitate reminders. Now you can fill in and submit YIDA forms to automatically create a schedule for them on the DingTalk. Can beThe to-do list is written to the DingTalk calendar and displayed in the DingTalk calendar.

2. Procedure

2.1 Step 1: Create and configure forms

Create a form to enter schedule-related information and use it as a data source to trigger the connector function.

Procedure:

  1. Create a new form named schedule information registration 」.
  2. Add two date components to the form, named "schedule start time" and "schedule end time" respectively, and set the format to "year-month-day time: Minute 」, set to required. (The operation is shown in Figure 2.1-1)

Figure 2.1-1 add and configure date components

Note:When filling in form data, keepThe end time is later than the start time.Otherwise, the connector will not be executed.

  1. Add a member component named "schedule participant" to enable multiple selection mode and set it to required. (The operation is shown in Figure 2.1-2)

Figure 2.1-2 add and configure member components

  1. Add a single-line text component named "schedule title" and set it to required. (The operation is shown in Figure 2.1-3)

Figure 2.1-3 add and configure a single-line text component

  1. For a multi-line text component, click save. (The operation is shown in Figure 2.1-4)

Figure 2.1-4 configure multi-line text components and save forms

2.2 Step 2: Create Integration & Automation

Expand reading:For more information about connectors, goIntegration & Automation

When submitting a form, the system automatically initiates a schedule for the designated person, so we need to configure the connector.

2.2.1 New Integration & Automation

Procedure:

  1. Background management page> Integration & automation> create Integration & Automation 」. (The operation is shown in Figure 2.2-1)

Figure 2.2-1 connector entry

  1. "Create Integration & Automation" dialog box> Name the connector "create schedule"> select the trigger type as "form event trigger" and specify the trigger form> Click OK. (The operation is shown in Figure 2.2-2)

Figure 2.2-2 New connector

2.2.2 configuration Integration & Automation

(1) configure the form trigger event

Procedure:

Click "form event trigger", select "created" in the trigger event, and select "all data" for data filtering 」. Finally, click the save button in the lower right corner. (The operation is shown in Figure 2.2-3)

Figure 2.2-3 configuration form event triggering

(2) configure connectors

Procedure:

  1. Configure the connector node, select schedule in the select application, and click next. (As shown in Figure 2.2-4)

Figure 2.2-4 configure connector-Step 1: Select application

  1. Select Create schedule in the select execution action and click next. (As shown in Figure 2.2-5)

Figure 2.2-5 configure connector-Step 2: Select execution action

  1. In the configuration execution action, configure each configuration item and click save. (As shown in Figure 2.2-6)

Figure 2.2-6 configure the connector-Step 3: configure the execution action

  1. Click save in the upper-right corner of the page and click Publish.

2.3 Step 3: configure the content of the to-do task

Through the above two steps, the configuration of the implementation function has been completed. Next, you only need to submit a form to trigger the connector, thus creating a schedule for the specified person at the specified time node, and closes the schedule at the specified time node.

Procedure:

Fill in the form and click submit. (The operation is shown in Figure 2.3-1)

Figure 2.3-1 enter form information and submit

3. Achieve results

Figure 3-1 connector automatically creates DingTalk schedule

4. Try it online

This doc is generated using machine translation. Any discrepancies or differences created in the translation are not binding and have no legal effect for compliance or enforcement purposes.
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