Send Calendar Invite

In the Body of the Activity

• Account - Click Plus on the right side of the field and then, from the drop-down menu, select an Outlook 365, Gmail, or desktop Outlook account added to the automation.
  Note: If you are using Microsoft Outlook 2010 with an IMAP account, you can only send calendar invites from the default email account.
• Title/Subject - Click Plus on the right side of the field and then, from the menu, add a title for the invite:
  • Data from the Project Notebook, a parent Excel file or email account.
  • Use Saved Value - Use data that you previously saved for later use in the project.
  • Text - Enter a title in the Text Builder.
  • Ask when run - Prompt for the title when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Required attendees - Click Plus on the right side of the field, and then use one of the options in the menu to select the required attendees:
  • Data from the Project Notebook, a parent Excel file or email account. For example, you can select a cell in Excel with email addresses separated by semicolon (;) to add multiple recipients, or, when automating the Outlook desktop app, use the addresses from the To field of the email selected in Outlook when the project is executed.
  • Use Saved Value - Use data in the form of a list of email addresses that you previously saved for later use in the project.
  • Text - Enter one or more email addresses separated by semicolon (;) in the Text Builder.
  • Ask when run - Prompt for recipients when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Optional attendees - Click Plus on the right side of the field, and then use one of the options in the menu to select the optional attendees:
  • Data from the Project Notebook, a parent Excel file or email account. For example, you can select a cell in Excel with email addresses separated by semicolon (;) to add multiple recipients, or, when automating the Outlook desktop app, use the addresses from the Cc field of the email selected in Outlook when the project is executed.
  • Use Saved Value - Use data in the form of a list of email addresses that you previously saved for later use in the project.
  • Text - Enter one or more email addresses separated by semicolon (;) in the Text Builder.
  • Ask when run - Prompt for recipients when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Start date - Click Plus on the right side of the field, and then select Choose Date/Time to select the date. Alternatively, you can use one of the other options from the menu to indicate the date:
  • Data from the Project Notebook or a parent Excel file. For example, select a cell which contains a date.
  • Ask when run - Prompt for the date when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Start time - Click Plus on the right side of the field, and then select Choose Date/Time to select the start time. Alternatively, you can use one of the other options from the menu to indicate the start time:
  • Data from the Project Notebook or a parent Excel file. For example, select a cell which contains the time.
  • Ask when run - Prompt for the start time when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Duration - Click Plus on the right side of the field, and then select Choose Duration to select the duration. Alternatively, you can use one of the other options from the menu to indicate the duration:
  • Data from the Project Notebook or a parent Excel file. For example, select a cell which contains the duration.
  • Ask when run - Prompt for the duration when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
    Note: Values from Excel must be exactly in the format of HH:MM:SS and the cell formatting must be set to text. For example, 01:30:00.
• All day event - If selected, it marks the meeting as a full day event. This supersedes the Time and Duration settings.
• Location - Click Plus on the right side of the field, and then select one of the options from the menu to indicate the name of the room where to hold the meeting:
  • Data from the Project Notebook, a parent Excel file or email account.
  • Use Saved Value - Use data that you previously saved for later use in the project.
  • Text - Enter the room name in the Text Builder.
  • Ask when run - Prompt for the room name when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Description - You can add a plain text body or select a Word document to add the file in body of the invite.
  • If you select Text, click Plus on the right side of the field, and then select one of the options from the menu to add the text for the body of the invite:
    • Data from the Project Notebook, a parent Excel file or email account.
    • Use Saved Value - Use data that you previously saved for later use in the project.
    • Text - Enter the body text in the Text Builder.
    • Ask when run - Prompt for the body text when the project is executed.
    • Paste from clipboard - Paste a value that you previously copied to the clipboard in the project.
    • Open in Advanced Editor - Enter a VB expression.
  • If you select Use Word Document, indicate a Word document with tables, images. text formatting to add in the body. The invite body is formatted as HTML. Click Browse next to the field, and then browse to a Word file and select it. Alternatively, you can indicate the path to a Word file by selecting an option from the Plus menu on the right side of the field:
    • Data from the Project Notebook, a parent Excel file or email account. For example, you can select a cell in an Excel file that contains a path.
    • Use Saved Value - Use data in the form of a file path that you previously saved for later use in the project.
    • Text - Enter a path in the Text Builder.
    • Ask when run - Prompt for the path when the project is executed.
    • Paste from clipboard - Paste a value that you previously copied to the clipboard in the project.
    • Open in Advanced Editor - Enter a VB expression.
  • Attachments - Select Files to attach individual files or Folder to attach all the files in a folder. To select the file or folder, click Browse next to the field, and then browse to the file or folder and select it. Alternatively, you can indicate a file or folder path by selecting an option from the Plus menu on the right side of the field:
    • Data from the Project Notebook, a parent Excel file or email account. For example, you can select a cell in an Excel file that contains a path.
    • Use Saved Value - Use data in the form of a path that you previously saved for later use in the project.
    • Text - Enter a path in the Text Builder. You can combine text with a formula from an Excel file cell, for example to add a date to the file name using formulas in the Project Notebook.
    • Ask when run - Prompt for the path when the project is executed.
    • Paste from clipboard - Paste a value in the form of a path that you previously copied to the clipboard in the project.
    • Open in Advanced Editor - Enter a VB expression.
• Reminder - Click Plus on the right side of the field, and then select Choose Duration to select when to be reminded of this item. Alternatively, you can use one of the other options from the menu to indicate the :
  • Data from the Project Notebook or a parent Excel file. For example, select a cell which contains the duration between the reminder and the meeting.
  • Open in Advanced Editor - Enter a VB expression.
• Show as - Select how to mark the time of this meeting on your calendar: Free, Tentative, Busy, Out of Office. The default option is Busy.
• Recurrence - Click Configure Recurrence to open a window where you can schedule the meeting to repeat regularly in a similar way to how you configure appointment recurrence in Outlook.
• Save without sending - If selected, the meeting is saved to your calendar, but the invite is not sent to the other attendees. This gives you a chance to check the meeting in your email client before sending it. This option is selected by default.
  Note: The options Out of Office and Save without sending are not supported in Gmail.

Properties Panel

• See the options in the body of the activity.

• DisplayName - The name displayed for the activity in the Designer panel.

• Daily recurrence step - The number of days between the meetings in the series. Applies if Daily recurrence type is set to EveryNthDays.
• Daily recurrence type - The type of daily recurrence. Select EveryWeekDay to repeat on every weekday or EveryNthDays to repeat after the number of days set in Daily recurrence step.

• See the options in the body of the activity.
• Body document path - The path to the Word document to use as the body of the email, if Use document as body is selected.

• Account - See Account in the body of the activity.

• Private - If selected, the values of variables and arguments are no longer logged at Verbose level.

• Monthly recurrence day - The day of the week when to repeat the meeting. Applies if Monthly recurrence type is set to EveryNWeekDayOnEveryXthMonth.
• Monthly recurrence day index - The day of the month when to repeat the meeting. Applies if Monthly recurrence type is set to EveryNthDayOnEveryXMonth.
• Monthly recurrence step - The number of months between the meetings in the series.
• Monthly recurrence type - The type of monthly recurrence. Select EveryNWeekDayOnEveryXthMonth to repeat on the day set in Monthly recurrence day / MonthlyRecurrenceWeek, or EveryNthDayOnEveryXMonth to repeat on the day set in Monthly recurrence dayIndex.
• MonthlyRecurrenceWeek - The week of the month when to repeat the meeting on the day of the week set in Monthly recurrence day: First, Second, Third, Fourth, or Last. Applies if Monthly recurrence type is set to EveryNWeekDayOnEveryXthMonth.

• Save without sending - See Save without sending in the body of the activity.
• Max body document size - The maximum size (in MB) a Word document can have to be used as the email body. The default value is 2MB.
• Use document as body - If selected, it indicates a Word document is added as the invite body. The document is defined in the Body document path field.

• End date - The date by which to end the recurring meeting. Applies if Recurrence end type is set to ByDate.
• Recurrence end type - The type of ending for the series: ByDate, AfterNumberOfOcurrences, or NoEndDate.
• Recurrence total occurrences - The number of occurrences after which to end the meeting. Applies if Recurrence end type is set to AfterNumberOfOcurrences.

• Is recurring - If selected, indicates the meeting is recurring.
• Recurrence pattern type - The type of recurrence pattern: Daily, Weekly, Monthly, or Yearly.

• Weekly recurrence days - The day or days of the week when to repeat the meeting.
• Weekly recurrence step - The number of weeks between the meetings in the series.

• Yearly recurrence day - The day of the week when to repeat the meeting. Applies if Yearly recurrence type is set to EveryNthDayOfTheMonth.
• Yearly recurrence day index - The day of the month when to repeat the meeting. Applies if Yearly recurrence type is set to EverySpecificDay.
• Yearly recurrence month - The month during which to repeat the meeting. Applies if Yearly recurrence type is set to EverySpecificDay.
• Yearly recurrence step - The number of years between the meetings in the series.
• Yearly recurrence type - The type of yearly recurrence. Select EverySpecificDay to repeat on a specific day set in Yearly recurrenceDayIndex / Yearly recurrenceMonth, or EveryNthDayOfTheMonth to repeat after the number of days set in Yearly recurrence week and Yearly recurrence day.
• Yearly recurrence week - The week of the month when to repeat the meeting on the day of the week set in Yearly recurrence day: First, Second, Third, Fourth, or Last. Applies if Yearly recurrence type is set to EveryNthDayOfTheMonth.