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Can you have Appointments automatically close after their due date? RRS feed

  • Question

  • Is it possible to have Appointment activites automatically close (and be moved to a contact's Closed Activities) once the actual date has passed? We're tracking Outlook appointments in CRM and have noticed that they stay in Open Activities until a user 'Marks as Complete' even after the event date and its starting to junk up our Activities List and I was hoping there might be an automatic way to set this. I'm running CRM 2011 and Outlook 2010. Thanks!

    Friday, April 15, 2011 3:18 PM

Answers

  • Hi

    Your workflow would look like this:

    Fire on create, scope organisational.

    WAIT UNTIL (process > timeout > equals > end time) 

       CHANGE STATUS  - appointment completed

    end

    Also, as you're using 2011, I would tick the 'Automatically delete completed workflow jobs (to save disk space)' flag that can be found on the 'Administration' tab.

    Hope that helps,  

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.

    • Edited by Rob BoyersEditor Saturday, April 16, 2011 6:14 AM grammar
    • Marked as answer by hamilel5 Monday, May 2, 2011 5:44 PM
    Saturday, April 16, 2011 6:12 AM
    Answerer

All replies

  • Hi

     

    You ned to use a workflow to achieve this. you can set the workflow to fire on the due date and close the Activity.

     

     

    • Proposed as answer by ATS2011-Anya Friday, April 15, 2011 11:17 PM
    Friday, April 15, 2011 6:54 PM
  • Thank you for asking this question. I needed to know the same thing. Assumed they WERE closing :) What would the workflow look like?

     


    --- ATS2011
    Friday, April 15, 2011 11:17 PM
  • Hi

    Your workflow would look like this:

    Fire on create, scope organisational.

    WAIT UNTIL (process > timeout > equals > end time) 

       CHANGE STATUS  - appointment completed

    end

    Also, as you're using 2011, I would tick the 'Automatically delete completed workflow jobs (to save disk space)' flag that can be found on the 'Administration' tab.

    Hope that helps,  

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.

    • Edited by Rob BoyersEditor Saturday, April 16, 2011 6:14 AM grammar
    • Marked as answer by hamilel5 Monday, May 2, 2011 5:44 PM
    Saturday, April 16, 2011 6:12 AM
    Answerer