Set up a Workflow action to Create an Event:

Scenario: Event creations, When a New Lead is Generated through Facebook and Website, Create an event and assign to Parent Record Owner to follow up to convert the lead to potential.

1. Go to Main Menu > CRM Settings > Automation > Workflow.
2. Click on "New workflow" on the top right corner of the page. 
   
   
   
3. Create a Workflow
   
   

   
   

   1. The New Workflow edit form will appear, provide the required details.
   2. "Workflow Name", provide the name of the Workflow. 
   3. "Description", provide the description of the Workflow. 
   4. Select the preferred Module from the "Target Module" drop-down. For example, we would be using the Leads module. 
      
   5. "Status", specify the status of the Workflow Active or Inactive. the Workflow will be executed when the status is set to active.
      
      
4. Workflow Trigger 
   
   
   1. Select the Lead Creation option under the Trigger Workflow block.
      
      
      
5. Under the ‘Workflow Condition’ tab, Click on the Add Condition and provides the required conditions to execute the task.
   
   
   
6.  Under the ‘Workflow Actions’ Click on the Add Action drop-down tab and Click Create Event.
   
   
   
7. Create Event window will pop up to provide required details and click on the Save button.
   
   
   
   
8. Field Interpretation  
    
   1. Action Title - Provide an Action Title of an Event, this is just for internal reference.
   2. Event Name - Provide the specific Title of the Event.
   3. Description - You can add the Description of the Event.
   4. Status - You can select the status of the Event from the drop-down.
   5. Type - You can select the Event activity Type from the drop-down
   6. Assigned To - You can select a preferred User to assign the Event or you can also select the Parent option which will take Assigned To from the parent record owner.
   7. Start Date - This is the Date and Time on which the Event must start. You must provide the no of days/hours/minutes anytime before or after the specified date field.  
   8. End Date - This is the Date and Time on which the Event must End. You must provide the no of days/hours/minutes anytime before or after the specified date field.
      
      

      Note 

      1. In the Start and End Date segment in the Set Date field dropdown, if we set based on the DateTime field the system will take no of days/hours/minutes before or after the specified date-time field.
         
         
      2. In the Start and End Date segment in the Set Date field dropdown, if we set based on only the Date field the system will calculate and takes no of days/hours/minutes before or after from the Starting minute of the day (00:00) of the specified date field. 

      
      

   9. Enable Repeat - Enable Repeat option is for creating recurring events. 
       
9. Click on the Save Button. This will closes the Create Event window.
   
   
10. Click on the Save button to save the workflow. This will closes the window that opened in Step 3.