Appointment Sync Settings

Use the appointment sync settings table in this topic and the steps to set up appointment sync.

Steps to Configure Appointment Sync

1. Navigate to the Sync Configuration page. See How to Get to the Sync Configuration Page for more information.

2. Under Appointment Sync Settings, make changes according to your business needs. See the Appointment Sync Settings table for the meanings of the different settings.

3. Save and close the page.

Appointment Sync Settings

This table shows the appointment sync settings:

Appointment Sync Settings

Setting	Meaning	Additional Information
Enable Sync	This setting enables overall appointment sync.	N/A
Enable Autocapture Appointments from Exchange	Lets the application create appointments automatically, even if they aren't categorized as Shared with Oracle. This means users don't have to share Outlook meetings manually. The add-in automatically shares the Outlook meetings that have a Sales contact in the recipients list. When all the contacts on the invitee list belong to the same account, the sync engine automatically determines the account and assigns the appointment to the Sales records.	Autocapture Appointments
Include Appointments with No Attendees	Lets the application create appointments without any invitees. Typically, this happens when salespeople create Outlook meetings to block out time on their calendars. This setting is available only when Autocapture Appointments is enabled.
Include Private Meetings	Lets the application also create appointments marked as Private in Outlook. This setting is available only when Autocapture Appointments is enabled.
Appointment Sync Limit	Set the limit for the number of appointments that can be synced.	The combination of tasks, appointments, and contacts upper sync limit can only be a maximum of 5000 records.
Enable Bidirectional Sync	Enables appointments to be sychronized both ways, between Sales and Outlook. If you deselect this option, the sync engine syncs appointments from Outlook to Sales only and not from Sales to Outlook. When this setting is enabled, note that any appointment that's not included in the default saved search criteria set by the user or the administrator is never synced.	Bidirectional Sync for Appointments Disable Bidirectional Sync
Default Appointment Saved Search	Records from this appointment saved search are synced from Sales to Exchange. Pick a saved search for the intended roles for the add-in users. Select a Workspace saved search accessible by all the intended roles for the add in users. Appointments won't be shared from Oracle to Exchange for users who can't access the Workspace saved search.	The saved searches that are available are Workspace saved searches. Note that users can override the default saved search in the add-in (if you have enabled the Allow Users to Override Default Saved Search option. See Configure Overall Sync for more information.