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Reopening a activity (appointment, task, etc.) by modifying the status RRS feed

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    Hello everybody,

    I've read on this forum that it was possible to reopen, say an appointment, by creating a workflow rule that would modify the status of the appointment.

    I've tried to add a simple step "change status", and set it to "available" but it did not work. I don't see any enable or disable status...

    What is the status to set? Do you think it's possible to do it this way?

    I've read here and there that to reopen a activity, one must create a button via ISV.config and a JS that do the job...

    Any idea?

    Thx,

    Yannick BOUANHA
    Thursday, January 20, 2011 1:37 PM

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    you can do this using on demand workflow..see below steps..

    1. create on demand workflow against Task (for e.g. task)

    2. add step calling step -> add change status and change status to Open

    3. publish the workflow

    4.  select closed task and run this workflow..it should open the task..

    for more details check out following article..

    http://mayankp.wordpress.com/2010/03/13/delete-read-onlyclosed-record-in-crm-4-0/

    above example is for Invoice but same will apply for activity as well..

     

     

    MayankP
    My Blog
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    Thursday, January 20, 2011 1:48 PM
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    Hey, you're right, IT WORKS.

    I know what happened (because I had already tried this solution, unsuccessfuly).

    For sure I was not waiting until the System Task was executed. I would refresh my Appointment/Task right away and it was not reopened yet!

    Well, thx!

    Yannick BOUANHA
    Friday, January 21, 2011 3:46 AM