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Before starting a meeting, you often need to confirm the time with all participants and remind them to join. Is this process too tedious? With YiDA Connector, once a user fills in and submits a form, events are automatically created for participants, enabling seamless meeting booking.

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Step 1: Create and Configure the Form

Create a form as the entry point for meeting booking information and prepare the data for the connector that follows. Steps:
  1. Create a new form and name it “Video Meeting Booking”.
  2. Add a Single-line text component, name it “Topic”, and set it as Required. (See Figure 2.1-1)
Figure 2.1-1 Add and configure the Single-line text component
  1. Add a member component, name it “Select Members”, set it as Required, and enable Multiselect mode. (See Figure 2.1-2)
Figure 2.1-2 Add and configure the member component
  1. Add two Date components, name them “Start Time” and “End Time”, set them as Required, and set the format to “YYYY-MM-DD HH:mm”. (See Figure 2.1-3)
Figure 2.1-3 Add and configure the Date components
  1. Add a Multi-line text component and name it “Meeting Alias”. (See Figure 2.1-4)
Figure 2.1-4 Add and configure the Multi-line text component
  1. Click Save in the upper-right corner of the form.

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Step 2: Create and Configure the Connector

For an introduction to YiDA Connector, see Integration & Automation - Connector.
Step 1 set up the entry point for booking video meetings. Next, configure the connector for the “Video Meeting Booking” form to enable automatic booking. Steps:
  1. On the admin page, click Integration & Automation at the top to open the feature area, then click Create from Blank under the Create Integration & Automation button. (See Figure 2.2-1)
Figure 2.2-1 Connector entry point
  1. Name the connector “Book Video Meeting”, set the Trigger type to “Form Event Trigger”, select “Video Meeting Booking” as the trigger form, and click Confirm. (See Figure 2.2-2)
Figure 2.2-3 Create the connector

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Step 3: Configure the Connector

Steps:
  1. Select “Form Event Trigger”, set the trigger event to “Create Success”, set data filtering to “All Data”, and click Save. (See Figure 2.2-4)
Figure 2.2-4 Configure the form event trigger
  1. Select “Connector”, then choose the “Book Video Meeting” action of the “Video Meeting” app. (See Figure 2.2-5)
Figure 2.2-5 Select the “Video Meeting” app
  1. In the action selection area, select the “Book Video Meeting” action and configure it. When done, click Save. (See Figure 2.2-6)
Figure 2.2-6 Select the action
  1. Click Save in the upper-right corner of the page, then click Publish.

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Step 4: Submit Form Data

After completing the steps above, the connector is fully configured. Now submit data through the “Video Meeting Booking” form to trigger the connector and automatically book a video meeting. (See Figure 2.3-1)