Select User for Calendar Follow up

enhancement -

Name:
Select User for Calendar Follow up
Type:
enhancement
Subtype:
Description:
Add secondary user picklist to Calendar to permit assigning the follow-up task to another user.
Keywords:
Calendar Follow-up User
Release Date:
2019-01-03
Author Name:
JPL TSolucio, S.L.

This enhancement is a coreBOS Updater changeset which adds a user picklist to the calendar records Follow-up block. That will permit you to select a user for the follow-up record.

coreBOS Changeset

Two more steps must be taken for this change to work.

Change the workflows

The follow-up record is actually created by two workflows:

  * Create Calendar Follow Up on create
  * Create Calendar Follow Up on change

These two workflows must be changed so that the assigned user of the new record is updated from the new field, something like this next image:

Translate the field label

Go to the coreBOS Translation module and create any translation records you may need. That will look something like this:


Next | Chapter 11: Separate Account and Contact field on Payments.

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