Changes

Template:July2024Upgrade

1 byte removed, Tuesday at 15:48
New Feature for Creating and Scheduling Activities in Bulk
For '''System Administrators''' looking to activate this feature, navigate to the desired '''Universal Tracking Application''' > '''Configuration Settings''' >''' Level 2''' tab > Click the '''Activity Scheduler''' link to configure one or more wizards.
To display a button that launches the activity scheduler on a Level 1 record, create a custom field of the type display text and variables. In the content input, enter <code>@ssGet(ACTSCHEDULER,activity_scheduler_name)@</code>, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.
 [[File:2024-07-ticket-125333132800-1.png|thumb|none|800px|Launch the new activity scheduler using an option under the “tools” menu and optionally using a button on the record with a caption you define.]][[File:2024-07-ticket-125333132800-2.png|thumb|none|800px|The Activity scheduler launches a modal window where you define criteria. Then click preview to see and edit the activities prior to creating the desired activities in bulk.]]
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