Use Case: Follow-Up Call After Resource Assignment

Overview

Automatically create a follow-up phone call activity when a booking receives a resource assignment, ensuring timely coordination between the planner and the assigned resource.

Business Scenario

When a booking is created with an existing resource:

1. Generate a follow-up call scheduled 2 weeks later
2. Link the phone call to the booking
3. Ensure a reminder exists to verify booking readiness and availability

Prerequisites

• Group source entity: bookableresourcebooking
• Item entity: phonecall

---

Configuration

• Resource entity (resource) must be related to the booking

Template Item: Follow-Up Call After Assignment

Target Entity: phonecall

{
  "TemplateEngine": {
    "Condition": "{{ source.resource }}"
  },
  "description": "Call {{ source.resource.name }}",
  "regardingobjectid": "{{ entityreference('bookableresourcebooking', source.bookableresourcebookingid) }}",
  "scheduledend": "{{ date.now | date.add_days 14 | date.to_string '%Y-%m-%d 15:00:00' }}",
  "subject": "Call {{ source.resource.name }} and book appointment (2 weeks)"
}

Explanation:

• Only runs if source.resource contains data via TemplateEngine.Condition
• Schedules the call exactly 14 days from today at 15:00
• Links call to the booking via regardingobjectid
• Call subject & body dynamically include the assigned resource’s name

tip

Trigger must be post operation to utilize the source entity ID

Template Trigger

Field	Value
Name	⚡On Postoperation of Created Bookable Resource Booking [SYNC]
Entity	bookableresourcebooking
Message	Create
Stage	Post-operation
Filtering Attributes	resource

---

Expected Outcome

When a resource is assigned to a booking:

1. A follow-up call is automatically created
2. The call is linked to the booking
3. The planner is reminded to coordinate with the assigned resource
4. The call appears in the booking’s activity timeline