This can be done by creating a WorkFlow that will automatically trigger whenever a client is added with an Area of Practice (AOP) of Criminal Law. The WorkFlow will create a calendar entry populated with field values specified in the WorkFlow itself. For our example, the calendar entry will include the following:
To automatically create a Calendar entry every time a Criminal Law client is added
You now have a WorkFlow set up that will create a customized calendar entry every time a new client is saved with Criminal Law selected as the Area of Practice.
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