Workflow

How to Complete and Reopen a CRM Appointment

Verified end to end. A disposable CRM appointment was created, marked accomplished from the detail page, verified as completed, reopened, verified again, and deleted after the probe.

Evidence Summary

Workflow run
crm-appointment-complete-reopen-20260519T114343Z
Appointment id
434
Detail route
/crm/marcacoes/view/NDM0
Complete action
UpdateRelcontacto with campo=Realizado and value=T
Reopen action
UpdateRelcontacto with campo=Realizado and value=F
Cleanup request
delete_marcacao

CRM appointment complete and reopen workflow diagram

Before You Start

Complete the Appointment

  1. Open the appointment detail page.
  2. Check the accomplished / Realizado checkbox.
  3. Confirm the prompt asking whether to apply the achievement change.
  4. OfficeGest sends UpdateRelcontacto for campo=Realizado with value=T.
  5. The page also changes the appointment state to completed by sending UpdateRelcontacto for campo=EstadoMarca_c with value=4.

The verified list row showed Realizado=T, estado=4, and desigestado=Concluido.

Reopen the Appointment

  1. Open the same appointment detail page.
  2. Uncheck the accomplished / Realizado checkbox.
  3. Confirm the prompt.
  4. OfficeGest changes the state back to approved with campo=EstadoMarca_c and value=2.
  5. OfficeGest sends UpdateRelcontacto for campo=Realizado with value=F.

The verified list row showed Realizado=F, estado=2, and desigestado=Aprovado pelo Colaborador.

Verified AJAX Calls

StepRequestVerified result
Complete flagGET /ajaxserver?action=UpdateRelcontacto&campo=Realizado&id=434&value=THTTP 200; row later showed Realizado=T.
Complete stateGET /ajaxserver?action=UpdateRelcontacto&campo=EstadoMarca_c&id=434&value=4HTTP 200; row later showed estado=4 and Concluido.
Reopen stateGET /ajaxserver?action=UpdateRelcontacto&campo=EstadoMarca_c&id=434&value=2HTTP 200; row later showed estado=2.
Reopen flagGET /ajaxserver?action=UpdateRelcontacto&campo=Realizado&id=434&value=FHTTP 200; row later showed Realizado=F.

Cleanup Used in Probe

The verification run deleted disposable appointment 434 with POST /ajaxserver, action=delete_marcacao, and response {"success":true}. The final appointment lookup returned no matching row. See How to Manage CRM Appointment Notes for the verified Notes tab workflow.

Artifacts