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Hello,
If I have a scheduled phone call and go in and mark it complete, but then need to follow-up with another phone call in a few weeks time is there a straight forward out of the box way I can click on for example a follow up button that then replicates the data from the original call i.e. contact name, subject and so on or do I need to schedule the phone call from scratch again? The same question is relevant for follow up appointments?
Thank you
Ladga
Hi,
You can create a workflow or flow as recommended by Aric Levin but instead of on-demand you can also create a trigger based workflow / flow.
For e.g. you can add one more attribute on the phone call entity & allow user to select the date & time they want to make a follow-up call, now once user marks the current activity as completed your workflow/flow will execute & based on the steps written in your workflow it will create a new phone call record with future follow-up date as due date.
Hope this will help you address your query
Hi Ladga,
You can either create an On Demand workflow or a flow that will execute when you go to the Flow menu. If you use Flow you do the When a record is selected trigger.
When the Workflow or Flow execute, it will read all the data from the current record. You then create another Step or Action to create another record (which will be another Phone record).
You set the values of the new record based on the values of the old record, except for the Statuses and the dates.
This should be easy enough, and you can always run it on your existing flows.
If you want, you can add logic to check the the Status of the current record is Completed.
Hope this helps
Hi Ladga,
Thank you for posting your questions on the community forums
The activity pointer (activity) entity represents any activity or task that is performed, or to be performed by a user. An activity is any action for which an entry can be made on a calendar.
I would advise in your case to create a new task with a reminder to create a new follow up call in a future date, as it's described in the Best pratices for activities document
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