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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Cancel work order appointment in CSM Agent Workspace

Cancel an appointment for customer from a work order. Cancelling an appointment, cancels the associated work order.

Before you begin

Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

Note: If necessary, activate the Cancel Appointment UI Action configuration to add the Cancel Appointment button.

Procedure

  1. Click the List icon (
Image omitted: ListIcon.png
List icon.\)
  1. Navigate to Work Orders > Created by me.

  2. Select the work order for which you would like to cancel an appointment.

  3. Click Cancel Appointment.

    The application cancels the appointment and associated work order.