dAppointment
This is the data table used to extract info from the Appointment table. It contains all the tasks, appointments, followups, phone calls and document details. This is what it looks like when shipped from us:
| Based on (table.column) | Type | Column alias | Localised english name | Comment |
| Value | ||||
| appointment.appointment_id | P | AppointmentId | No. of Appointments | May be used to show nr. of appointments when grouping is applied |
| appointment.leadtime | E | LeadTime | LeadTime | Time blocked (minutes) BEFORE starttime |
| appointment.registered | E | Age(days) | Age (days) | The age of the appointment in days. |
| appointment.updated, appointment.registered | E | Touched(days) | Last changed (days) | This is the most recent date the appointment was updated by the user. It is either the updated date or the registered date depending on which is the more recent. |
| appointment.activeDate, appointment.type, appointment.done | E | Overdue(Days) | Overdue (days) | Appointments that havn't been marked as completed (done=<completed date>) are by definition overdue if the active date has been passed. The number of days it's overdue is displayed. |
| appointment.document_id, appointment.appointment_id | E | LinkAppointment | Owl link to the appointment or document dialog depending on the type of appointment. The system variabels client_type, url_web and url_windows control the format and behavior of the URL generated. | |
| appointment.document_id | E | LinkType | Equals 'appointment' for non-document types and 'document' for document type activities. | |
| Category | ||||
| associate.deleted, person.lastname, person.firstname, person.middleName | E | PersonName(Last,First) | Person name (Last,First) | Name of associate |
| associate.deleted, person.firstname, person.middleName, person.lastname | E | PersonName(FirstLast) | Person name (FirstLast) | Name of associate |
| usergroup.name | E | UserGroupName | Created by Group | Primary group of associate when the case was created |
| usergroup.name | E | UserGroupNameAsc | Person's group | Current primary group of the associate |
| contact.name | E | ContactName | Company name | Name of contact |
| contact.business_idx, bus.name, contact.business_idx | E | BusinessName | Business | Contacts business |
| contact.category_idx, catext.name, contact.category_idx | E | CategoryName | Category name | Contacts category |
| appointment.project_id, prj.name | E | ProjectName | Project name | Project case is connected to |
| appointment.mother_id | E | Master | Master | Equals 1 to indicate that this is a master appointment, otherwise 0 is displayed. It's considdered a master if mother_id = 0 or mother_id = appointment_id. |
| appointment.document_id | E | IsDocumentText | IsDocumentText | Returns a localized string indicating wether this is a document or not. |
| associate.task_id, associate.name | E | actTypeText | Activity type | Returns the name of the activity from the task table for non-document types, and names from the doctmpl table from document types. |
| appointment.type | E | TypeText | Activity |
Displays a localized string indicating the type of activity. This is how it looks in English: 0=Undefined 1=Appointment 2=Appointment in checklist 3=Post-it note 4=Incoming document 5=Saved report 6=Booking, made for diary (unconfirmed) 7=Booking, made for check list (unconfirmed) 8=Document - mail merge draft 9=Document - mail merge final |
| appointment.status | E | Status | Status |
Displys a localized string descibing the status of an appointment. In Englsih it looks like this: 0=Post-It 1=Not started 2=Started 3=Completed 4=Hidden 5=Booking 6=Booking has moved 7=Booking seen 8=Booking moved seen 9=Booking declined 11=Booking deleted 12=Assignment 13=Assignment seen 14=Assignment declined |
| appointment.priority_idx, priority.name | E | Priority | Priority | This is the priority of the appointment as a string fetched from the priority table. Typically it will contain "High", "Medium" and "Low" but it can be modified using the Admin client. |
| appointment.mother_id, appointment.associate_id, appointment.registered_associate_id | E | RecordType | Record Type |
Displays a localized string indicating wether the task is completed or not. In English it can be any one of these: "Normal" "Assigned appointment" "Booking master" "Booking slave" |
| text.text | E | TextDesc | Description | The text from the Description field in the appointment dialog. If the length of the text exceeds 30 characters it will be truncated. |
| appointment.endDate | E | endDate | End date | Date + end time planned |
| appointment.userdef_id | E | userdef_id | userdef_id | Foreign key pointing to corresponding row in udappntsmall.udappntsmall_id |
| appointment.userdef2_id | E | userdef2_id | userdef2_id | Foreign key pointing to corresponding row in udappntlarge.udappntlarge_id |
| appointment.done | E | DoneText | Done status | Displays a localized string indicating wether the task is completed or not. In English its either "Planned" or "Completed". |
| DATE: ActiveDate | ||||
| appointment.activeDate | P | ActiveDate | ActiveDate | Active date - the date the activity is scheduled to happen |
| appointment.activeDate | P | ActiveDate2 | ActiveDate2 | Used to create pivoted visualizations like This year vs. last year.. |
| DATE: Done | ||||
| appointment.done | P | Done | Done | Done date - the time stamp when the user pressed CTRL + T on the keyboard to mark the appointment as completed |
| appointment.done | P | Done2 | Done (Year-Quarter) | Used to create pivoted visualizations like This year vs. last year.. |
| DATE: Registered | ||||
| appointment.registered | P | Registered | Registered | Registered date - the date the appointment was entered into the database |
| appointment.registered | P | Registered2 | Registered2 | Used to create pivoted visualizations like This year vs. last year.. |
| Special | ||||
| appointment.registered_associate_id | P | registered_associate_id | registered_associate_id | Registered by whom |
| appointment.updated | P | updated | updated | Updated date |
| appointment.updated_associate_id | P | updated_associate_id | updated_associate_id | Updated by who |
| appointment.updatedCount | P | updatedCount | updatedCount | Number of updates made to this record |
| appointment.rejectCounter | P | RejectCounter | RejectCounter | How many invitees have rejected this appointment |
| appointment.rejectReason | P | RejectReason | RejectReason | Why was this booking or assignment rejected, the RejectReason list is a source of suggestions but you can write anything here |
| appointment.sale_id | P | SaleId | SaleId | Appointment is linked directly to the sale with the sale_id given here |
| Parameter | ||||
| appointment.associate_id | P | AssociateId | AssociateId | May be used for column based filtering |
| appointment.group_idx | P | UserGroupId | UserGroupId | May be used for column based filtering |
| associate.group_idx | P | UsergroupId(Persons) | UsergroupId(Persons) | May be used for column based filtering |
| appointment.person_id | P | PersonId | PersonId | May be used for column based filtering |
| appointment.contact_id | P | ContactId | ContactId | May be used for column based filtering |
| contact.category_idx | P | CategoryId | CategoryId | May be used for column based filtering |
| contact.business_idx | P | BusinessId | BusinessId | May be used for column based filtering |
| appointment.document_id | P | DocumentId | DocumentId | May be used for column based filtering |
| appointment.project_id | P | ProjectId | ProjectId | May be used for column based filtering |
| appointment.priority_idx | P | PriorityId | PriorityId | May be used for column based filtering |
| appointment.task_idx | P | TaskId | TaskId | May be used for column based filtering |
| appointment.document_id, appointment.task_idx | P | pTaskId | pTaskId | May be used for column based filtering |
| appointment.document_id, appointment.task_idx | P | pDocTmplId | pDocTmplId | May be used for column based filtering |
| appointment.done | P | DoneFlag | DoneFlag | May be used for column based filtering |
