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Process Definition to Create New Meeting

Trent McIntyre

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

Parents Reply
  • 0 in reply to Sheldon Pereira

    Hi  ,

    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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