Workflow

How to Create and Delete a CRM Appointment

Verified end to end. A disposable CRM appointment was created from the Tags/Appointments area, verified in the appointment list and detail page, then deleted with the appointment delete action.

Evidence Summary

Workflow run
crm-appointment-create-delete-20260519T112807Z
Appointment id
434
Detail route
/crm/marcacoes/view/NDM0
Create request
gravaEvento
Delete request
delete_marcacao

CRM appointment create and delete workflow diagram

Before You Start

Create the Appointment

  1. Fill Subject. The verified value was AI Demo CRM Appointment 20260519T112807Z.
  2. Choose a task/event type. The verified payload used CodTipoEv=Appt.
  3. Keep Priority at Standard if no escalation is needed. The verified payload used Prioridade=N.
  4. Set Collaborator, Initial Date, Initial Time, End Date, and End time.
  5. Optionally add Local and observations.
  6. Use the Third Part tab only when linking the appointment to a customer, supplier, prospect, commercial, collaborator, or contact.
  7. Use Marketing only when linking a business opportunity or campaign.
  8. Use Others to confirm the responsible employee and commercial.
  9. Click Save.

Verified Create Payload

FieldVerified valueMeaning
actiongravaEventoCreate/save appointment event.
AssuntoAI Demo CRM Appointment 20260519T112807ZSubject.
CodTipoEvApptAppointment event type.
PrioridadeNStandard priority.
LocalAI verified demo appointment locationLocation field.
CodEmpr1Collaborator Demo.
DataContacto19/05/2026Initial date.
HoraInicio18:10Initial time.
DataFim19/05/2026End date.
HoraFim18:40End time.
Relatorio<p>AI verified CRM appointment body</p>Observations/body.
ColabResp_c1Responsible employee.
CodVend1Commercial.

The create response returned id=434, normalized dates, NivelAcesso=C, EventoDiaTodo=F, EstadoMarca_c=2, Realizado=F, ETarefa=F, and registration/change timestamps.

Confirm Creation

  1. Open the returned detail route. The verified route was /crm/marcacoes/view/NDM0.
  2. Confirm the detail page heading shows the subject.
  3. Confirm DT_SelectMarcacoes returns the appointment row.

The verified row returned numrel=434, assunto=AI Demo CRM Appointment 20260519T112807Z, codtipoev=Appt, datahinicio=2026-05-19 18:10:00, datahfim=2026-05-19 18:40:00, colab_nome=Demo, resp_nome=Demo, comercial_nome=Comercial 1, desigestado=Aprovado pelo Colaborador, realizado=F, and no associated entity.

Delete the Appointment

  1. From the Tags/Appointments list, use the row delete action for the intended appointment.
  2. Confirm the prompt.
  3. Wait for the table to reload.

The verified delete request was POST /ajaxserver with action=delete_marcacao and id=434. The response was {"success":true}, and the final list lookup returned no row for the appointment subject or id. See How to Edit a CRM Appointment for the verified detail-page edit flow and How to Complete and Reopen a CRM Appointment for the accomplished-state flow.

Artifacts