The list of appointments is a standard table that shows all appointments related to a particular business object. This type of list is ideal when users primarily need to see appointments for informational or historical purposes, rather than trying to plan their day or manage a group schedule. The standard filtering mechanism can be used to quickly limit or expand the display of appointments; typical quick filters include: My Appointments, Today, This Week, and This Month. Using the toolbar, users can add, edit and delete appointments from this view. Clicking the Subject displays the details for that appointment in a pop-up. Contextual Actions are displayed on the Owner.

The create appointment dialog has most of the features users have come to expect from calendaring systems. Users enter a subject, location and description. They choose start and end dates and times using the standard date picker. Typical recurrence features like those found in Outlook are supported.

Participants can optionally be added to an appointment. Once they have been added and the appointment has been saved, the appointment is synced to the calendars of those users. The owner of the appointment can optionally mark the appointment as private (viewable only by themselves). The owner of the appointment defaults to the creator, but can be changed.

The appointment is automatically associated with the business object from which it is created. Users can optionally associate the appointment to other business objects, accounts, reference customers, etc. Users can also optionally add attachments and notes to the appointment. As a convenience, within applications that support the Interactions component, users can generate an interaction from the information in the current appointment, and can see all interactions associated with the current appointment.

Note: Development and Project Management have not yet comitted to building the Scheduler feature.

The features and user interface for searching and adding participants to an appointment will seem very familiar to anyone who has used Outlook. Participant availability is displayed for those participants who exist in the company's corporate calendaring system (third party participants schedules cannot be displayed). Users can modify the date and time as they search for a spot when participants are available. Participants can be entered by typing their name in the field provided. Participant names are auto-completed if the system finds a unique match. Otherwise, users can click the Find Participants & Resources button. Once paricipants have been added, the user can click the "Suggest Time" button to have the system find a time when most or all participants are available.

The detail view of the appointment is designed to look just like the appointment entry pop-up. Only the owner can edit the details of the appointment in this view; participants see a read-only view of this dialog. If a user edits a recurring appointment, a dialog box will appear after they click OK which asks them if they want to update the details for the current appointment only, future appointments, or all appointments.