Changes

Template:July2024Upgrade

431 bytes added, 25 June

→‎New Feature for Creating and Scheduling Activities in Bulk

Specify your criteria and set recurrence rules, then click '''Preview''' to review the bulk activities to be created. Adjust the activities inline as needed, and then click '''Create''' to finalize the creation of scheduled 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.

To display a button that launches [[File:2024-07-ticket-125333-1.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 Level 1 record, create caption you define.]][[File:2024-07-ticket-125333-2.png|thumb|none|800px|The Activity scheduler launches a custom field of the type display text modal window where you define criteria. Then click preview to see and variables. In edit the content input, enter <code>@ssGet(ACTSCHEDULER,activity_scheduler_name)@</code>, replacing "activity_scheduler_name" with activities prior to creating the name you specified for your activity schedulerdesired activities in bulk.]]

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Mark Bridger

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