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  • Forum Post: Re: Check list linked to a new course form

    Leon Tribe
    One way to do this would be with workflow. On the creation of the course record, a number of tasks are created against the entity. These would sync back to Outlook. Leon Tribe
    on 8 Sep 2008

  • Forum Post: Auto Follow Up Activity work flows calculations

    David Merdian
    We have several work flows that will generate a follow-up activity depending on the closing status. My question is, how would you keep track so that if the auto follow up is the third attempt, it will exit the workflow. I've looked and had a hard time determining the activities being related - they...
    on 15 Nov 2011