Creating a workflow that will send an appointment to Outlook

I have a calendar in SharePoint that anytime an item is added or changed, I would like it so send an Outlook appointment to the person that is assigned to the SharePoint task.  Can anyone tell me how to do this?

April 9th, 2012 7:00pm

- You need a Calendar and a task list in SharePoint. 

- You can use sharepoint designer to create workflow which create a task item in "Task List" based on every entry in calendar.

- Task list can be synchronized with outlook to get the task notification via Outlook interface (http://office.microsoft.com/en-us/sharepoint-foundation-help/synchronize-sharepoint-2010-content-with-outlook-2010-HA101881295.aspx)

Hope it helps.

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April 9th, 2012 8:14pm

You can attach event receivers to the calendar list for itemadded and itemupdated, then send out the custom invitation to the user in the event.

You can create outlook meeting request as : http://msdn.microsoft.com/en-us/library/bb644964.aspx

April 9th, 2012 8:24pm

Try following these steps for a sharepoint calendar workflow:

Step 1 - Open SP   Designer:

In SharePoint, click on Site Actions>Edit in SharePoint Designer.

Step 2 Navigate to   Calendar List:

Navigate to Lists and Libraries and click on your calendar.

Note: For this example we will use the calendar name DC Calendar.

Step 3 Create New   Workflow:

In the Calendar page click on New under the Workflows tab.

Step 4 Name the   Workflow:

Enter in a name for the workflow and an optional description.

Click OK when finished.

Step 5 Add Action:

When the Workflow page opens, click on the Action button and then   click on Send an Email listed under Core Actions heading.

Step 6 Edit Email   Action:

Left-click on these users (Highlighted in blue).

Step 7 Recipients:

A window should open displaying a sample email.

First click the book icon, located to the right of the To: field   (CC: field if applicable).

Step 8 Recipients   Lookup:

  1. When the Select Users window pops up, select   Workflow Lookup for a User
  2. Click Add >>
  3. Another   window will pop up. Select the fields as displayed.

Click OK to exit the Lookup window, then click OK to exit the   Select Users.

Step 9 Subject   Line:

  1. Next,   click on the button to the right of the Subject field. A window will   open
  2. Type   in what you would like.
  3. To   add the title click Add or Change Lookup button located on the bottom left.

When the new window opens set the   following:

Data Source: Current   Item

Field From Source:   Title

Click OK to complete.

Step 10 Email Body:

  1. Type   in the text as shown:
    ---
    TO: Current Item:Invite Attendee
    Subject: New Event Notification - [%Current Item:Title%]
    Body Text: You have been invited for the following event:
                     Event Name: [%Current Item:Title%]
                     Event Start Time: [%Current Item:Start Time%]
                     Event End Time: [%Current Item:End Time%]
    ---
    But DO NOT type the text with the brackets. That should be selected through the button option.
  2. After   typing the Event Name etc click on the URL icon. A window will pop up.
  3. In   the Hyperlink window select the button.
  4. Click   the Add or Change Lookup button located on the bottom.

When the new window opens set   the following:

Data Source: Current   Item

Field From Source:   Title

Click Ok when finished.

Note: Repeat these steps or the rest of the   content (I.e. Event Start time).

Only use the Text to display field, DO NOT enter   an address.

Step 11 Add Event   Hyperlink:

  1. Assuming   you havent added the Hyperlink yet, click the URL button.
  2. Enter   what you whatever text you see reasonable to notify the attendee they can   click the link to add it to their calendar.
  3. Select   the button located to the right of the Address: field.
  4. Paste   the following URL and modify with your sites information:

https://mycompanysite/sites/sitename/pagename/subpagename/pagewherecalendarislocated/_vti_bin/owssvr.dll?CS=109&Cmd=Display&List=[ENTER LIST GUID HERE]&CacheControl=1&ID=[%Current   Item:ID%]&Using=event.ics

Note: The URL before /_vti_bin can vary   depending on where your calendar is located. Best way to get it is navigate   to your SharePoint Calendar and copy the URL before the Lists library.

  1. Find   the GUID of the list and insert it into the URL in the following format:   12345678-1234-1234-1234-123456789ABCD

Make sure no spaces are before   it or after it.

  1. Delete   [Current Item:ID%] that was pasted in when you copied the URL.
  2. After   it has been deleted click the Add of Change Lookup button located on the bottom   left.

Assign the appropriate   articles:

Data Source: Current   Item

Field From Source: ID

Click OK to complete.

Step 12 View Event   Hyperlink:

  1. To   create a link to the SharePoint Event, click the URL button.
  2. Enter   the appropriate text (I.e. Click to view event in SharePoint).
  3. Press   the button to the right of the Address: field.
  4. Once   its open copy the URL from the actual event, something like this:

https://mycompanysite/sites/sitename/pagename/subpagename/pagewherecalendarislocated/Calendar/DispForm.aspx?ID=123

You will want to remove the   numbers after ID= and in the example above you would delete 123 from the   URL.

Once it has been removed,   click Add or Change Lookup and apply the following:

Data Source: Current   Item

Field From Source: ID

Click OK to complete.

Step 13 - Publishing:

Once complete, navigate to the Workflow settings and select Start   workflow automatically when an item is created under the Start Options   tab.

Dont forget to Save and Publish your workflow.

  • Proposed as answer by KamzK Monday, September 09, 2013 4:41 PM
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September 6th, 2013 1:59pm

This doesn't create the actual Invite.

It just sends out an email with a link that will download a .ics file.

Everything from there needs to be manually set up

September 5th, 2014 6:57am

Great solution! Doesnt send a proper invite but you'll get a link to download a ics file with the metting.

thanks

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August 14th, 2015 4:22pm

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