Workflow

How to Edit a CRM Appointment

Verified end to end. A disposable CRM appointment was created, edited through the appointment detail page, verified in the list and detail form, and deleted after the probe.

Evidence Summary

Workflow run
crm-appointment-edit-20260519T113608Z
Appointment id
434
Detail route
/crm/marcacoes/view/NDM0
Edit request
POST /crm/marcacoes/view/NDM0
Cleanup request
delete_marcacao

CRM appointment edit workflow diagram

Before You Start

Edit the Appointment

  1. Open the appointment detail page.
  2. Edit Subject, date/time fields, Local, and observations as needed.
  3. Keep the end date/time later than the initial date/time.
  4. Click Save. The page handler copies selected collaborator, employee, and commercial values into hidden fields before submitting the form.
  5. Wait for the page to reload, then confirm the updated values.

Verified Edit Request

FieldVerified valueMeaning
endpointPOST /crm/marcacoes/view/NDM0Appointment detail form postback.
updatedatalocalUpdates the main date/local appointment form.
AssuntoAI Demo CRM Appointment Edited 20260519T113608ZEdited subject.
CodTipoEvApptAppointment event type.
PrioridadeNStandard priority.
DataContacto19/05/2026Initial date.
HoraInicio18:55Edited initial time.
DataFim19/05/2026End date.
HoraFim19:35Edited end time.
LocalAI verified edited appointment locationEdited local field.
Relatorio<p>AI verified edited CRM appointment body</p>Edited observations body.

Confirm the Edit

The verified detail page showed the edited subject and observations after save. The edited form values were CodTipoEv=Appt, Prioridade=N, DataContacto=19/05/2026, HoraInicio=18:55, DataFim=19/05/2026, HoraFim=19:35, and Local=AI verified edited appointment location.

DT_SelectMarcacoes returned row 434 with assunto=AI Demo CRM Appointment Edited 20260519T113608Z, datahinicio=2026-05-19 18:55:00, datahfim=2026-05-19 19:35:00, obs=<p>AI verified edited CRM appointment body</p>, realizado=F, etarefa=F, colab_nome=Demo, and comercial_nome=Comercial 1.

Cleanup Used in Probe

The verification run deleted disposable appointment 434 with POST /ajaxserver, action=delete_marcacao, and response {"success":true}. The final appointment list lookup returned no row for the original or edited subject. See How to Complete and Reopen a CRM Appointment for the verified accomplished checkbox flow.

Artifacts