---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create meeting form

# Create new meeting form {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Field descriptions for editing or reviewing details on the Create New Meeting form.
{#create-meeting-touchpoints-form__table_rlq_mnl_33c__entry__2}

| Field | Description |
|-|-|
| Number | System-generated unique identifier for the meeting record, starting with the prefix CCMTG. |
| Source | CRM touchpoint from which the meeting was created. Automatically populated when the meeting is created from a touchpoint record. |
| State | Current state of the meeting record. The available options are: * Draft * Scheduled * Completed * Canceled {#create-meeting-touchpoints-form__ul_ryc_wnl_33c} |
| Meeting type | Type of meeting. The available options are: * Ad-hoc * Weekly Status * QBR * Renewal {#create-meeting-touchpoints-form__ul_xff_ys5_33c} |
| Video software | Video conferencing application used for the meeting. |
| Cadence | Frequency of the meeting. The available options are: * Daily * Weekly * Biweekly * Monthly * Quarterly {#create-meeting-touchpoints-form__ul_nth_qt5_33c} Hinweis: Once saved, the cadence cannot be changed to none. |
| Locations | One or more physical locations or conference rooms where the meeting takes place. |
| Virtual meeting | Online gathering where individuals interact using video, audio, and chat via digital platforms, rather than meeting in a physical location. This option must be selected to mark the meeting as virtual. |
| Meeting subject | Title or topic of the meeting. |
| Start date \& time | Date and time the meeting is scheduled to begin. |
| End date \& time | Date and time the meeting is scheduled to end. |
| Duration | Length of the meeting expressed in days, hours, minutes, and seconds. Automatically calculated based on the start and end date and time values when you save the meeting. |
| Invitees | People invited to the meeting. |
| Repeat until | End date for the recurring meeting series. Available when a cadence is selected. |
| Meeting link | Unique URL with a hyperlink that enables participants to join a virtual video or audio meeting such as Zoom or Microsoft Teams. |
| Agenda | Meeting agenda shared with the customer when the invite is sent. |
| Customer notes | Notes or updates to share with the customer. This content is sent to the customer as an email. |
| Internal notes | Post-meeting observations and follow-up actions for internal teams. |
[ ]

{#create-meeting-touchpoints-form__table_rlq_mnl_33c}  
Field availability depends on the selected State and whether the Virtual meeting option is selected.

* When State is set to Scheduled, the following fields become available: Invitees, Video software, Cadence, Location, Virtual meeting, and Meeting link.
* When State is set to Completed or Canceled, the following fields become read-only: Meeting type, Video software, Cadence, Location, Virtual meeting, and Meeting link.
* When State is set to Scheduled and Virtual meeting is unselected, Video software and Meeting link are unavailable.

Agenda, Customer notes, and Internal notes fields support rich text formatting.
**Zugehörige Tasks**   

* [Schedule a meeting from a touchpoint](https://servicenow-prod.fluidtopics.net/2MW~zo5Px741kRkHmPw_Qg "Schedule meetings with leads, opportunities, and accounts directly from the touchpoint record. Align internal and external stakeholders, avoid scheduling conflicts, and build a timeline view of customer interactions for risk analysis and planning future actions.")