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Insert Recurrence Date
Solution No. 60
This action adds an additional date to a recurring series of an appointment.
 
So Where Would We Use It?
Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling.
 
Properties
To set the properties for this action, follow these steps:
1. Select Insert Recurrence Date from the Action dropdown list.
2. Select Table from the dropdown list.
3. Select Recurrence Record ID from the dropdown list.
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.
 Value From Session – sets the condition to a value that results from the current session information.
4. If you selected Type In for Step 3, enter the predefined value and proceed to Step 5; otherwise, specify Value from the dropdown below.
5. Select From date / time from the dropdown list.
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.
  •  Value From Session – sets the condition to a value that results from the current session information.
6. If you selected Type In for Step 5, enter the predefined value and proceed to Step 7; otherwise, specify Value from the dropdown below.
7. Select To date / time from the dropdown list.
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.
  •  Value From Session – sets the condition to a value that results from the current session information.
8. If you selected Type In for Step 7, enter the predefined value and proceed to Step 9; otherwise specify To date / time from the dropdown below.
9. Assign 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.
 
 
Created byJohn C. on Nov-19-2012
Last modified byJohn C. on Nov-19-2012