This can be accomplished by creating a WorkFlow that will automatically trigger whenever a calendar record with a particular calendar code (e.g., “FC”) is marked as completed. 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 the next Calendar entry every time one is completed in the set
You now have a WorkFlow that will create a customized calendar entry based on the completion dates of the prior task. This can be reapplied as many times as is necessary for the series to be completely automated as things are marked completed.
For more information on WorkFlows, refer to our PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
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