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creating a workflow to set a checkbox RRS feed

  • Question

  • looking for some assistance in creating a very simple workflow to be run and to set the value of a checkbox to true.  would need this to be able to run on both open and closed appointments.

    Jason

    Tuesday, October 29, 2013 1:47 PM

Answers

  • The inherit problem is that you can't update a field on an Appointment once it is closed.  As part of the workflow you would need to first use set the Status to one of the open statuses, then make the update and the change the status back to completed. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Tuesday, October 29, 2013 2:05 PM
    Moderator

All replies

  • The inherit problem is that you can't update a field on an Appointment once it is closed.  As part of the workflow you would need to first use set the Status to one of the open statuses, then make the update and the change the status back to completed. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Tuesday, October 29, 2013 2:05 PM
    Moderator
  • yes, that worked thanks.

    Jason

    Tuesday, October 29, 2013 2:14 PM