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Update contacts when appointment is completed RRS feed

  • Question

  • Hey all,

    I created a date field on my contact form called "Last Appointment." I would like to create a workflow that runs whenever an appointment is marked as complete that does the following:

    1) Reads the Start Time of the Appointment
    2) For every contact in the "Required Attendees" field, paste the value from step one into the Last appointment Field.

    This way, I can run a report on contacts that shows me the date of my last appointment with them.

    I created a Workflow that runs for Appointments when their status changes. It has one step: Run child workflow
    The child workflow runs for contacts, and will have one step: update the Last appointment" field with the date of the appointment

    How do I do this?
    Tuesday, December 15, 2009 10:25 PM

Answers

All replies

  • Hi, Alex.

    It seems that this is impossible without development and custom workflow actions. Check this url .

    Samples of custom workflow actions you can find here .

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Tuesday, December 15, 2009 10:47 PM
    Moderator
  • As Andriy says this can't be done with standard workflows. If you were accessing the record the appointment was regarding you might have a chance but not for the multiple attendees.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, December 21, 2009 10:56 PM