Process Definition to Create New Meeting

Hi everyone,

Can someone help me understand how to use a process definition to automatically create a next meeting?

I have a field called "next meeting" in our meetings module that appears when a certain appointment result is added (ex: rescheduled). This field allows the user to put the date and time of the next meeting. I tried to build a process definition that says when that field is changed to add a related meeting record, but nothing seems to be happening upon the field change. Does anyone know what I need to fix?

Thanks,

Trent McIntyre

Matthew 11:28-30

+1 Sheldon Pereira 4 days ago

Hi Trent,

Hoping this video helps, https://www.loom.com/share/56988e377b574c5fa6cf7b6e75d3c6b5?sid=e2e229a9-0770-4185-84f4-32d0cecd0467
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0 Trent McIntyre 3 days ago in reply to Sheldon Pereira

Hi Sheldon, this is exactly what I needed. Thank you very much!

Thanks,

Trent McIntyre

"Come to me, all who labor and are heavy laden, and I will give you rest. Take my yoke upon you, and learn from me, for I am gentle and lowly in heart, and you will find rest for your souls. For my yoke is easy, and my burden is light.” – Matthew 11:28-30
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0 Trent McIntyre 21 hours ago in reply to Sheldon Pereira

Hi Sheldon Pereira ,

Do you know how I could get the original meeting type to be duplicated in the created meeting? In the editor it looks like there is only a dropdown, which won't work because I need it to be dynamic for various meeting types. Thanks!

Thanks,

Trent McIntyre

"Come to me, all who labor and are heavy laden, and I will give you rest. Take my yoke upon you, and learn from me, for I am gentle and lowly in heart, and you will find rest for your souls. For my yoke is easy, and my burden is light.” – Matthew 11:28-30
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