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Copy Series
Solution No. 154
This action duplicates an existing series instead of creating it from scratch.
 
So Where Would We Use It?
You have a series already setup to visit your customer twice a month to cut his grass, now he wants you to also come back every 6 months to trim trees. You can copy the series and just adjust the time between visits. This will save you time from having to create a new Series from scratch.
 
Properties
To set the properties for this action, follow these steps:
1. Select Copy Series from the Action dropdown list.
2. Select the Table the Series will be based off of from the dropdown.
3. Select Copy From Series Record ID from the dropdown.
The choices are:
  •  Type In - Sets the condition to a value that the user types in manually.
  •  Action Result – Sets the condition to a user-defined action result.
  •  Value From Screen – Sets the condition to a value pulled from a specific field within the specified screen.
4. If you selected Type In for Step 3, enter the predefined value and proceed to Step 5; otherwise, specify a Value in the dropdown list to the right.
5. Select Copy To Series Record ID from the dropdown.
The choices are:
  •  Type In - Sets the condition to a value that the user types in manually.
  •  Action Result – Sets the condition to a user-defined action result.
  •  Value From Screen – Sets the condition to a value pulled from a specific field within the specified screen.
6. If you selected Type In for Step 5, enter the predefined value and proceed to Step 7; otherwise, specify a Value in the dropdown list to the right.
7. Select Copy Recurring Dates Option from the dropdown.
The choices are:
  •  Insert Dates.
  •  Insert Dates Copy Exact Dates.
  •  Copy Exact Dates greater than today.
  •  Copy no dates.
8. Check or uncheck the “Delete existing occurrences on insert?” checkbox.
9. Enter Action Result Name.
10. Enter Internal note (Optional).
11. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.

 

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Created bySaudia A. on Oct-19-2011
Last modified onSep-17-2015