Update fields on a completed appointment

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Posted on by lloydz1

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Hi,

Using CRM online, the appointment entity now has a new subject field, so in essence we have subject & subject2, subject2 has replaced subject in all views,

I have populated subject2 for all open/scheduled appointments and the views look good, however all older appointments tend to look a little messy as subject 2 is not populated, so what I need to do is populate some data into this new field of subject2 on completed appointments, but completed/cancelled appointments are read only and can not updated.

I was considering updating the status with SDK code, setting the new field and then updating the status again, problem is this does not seem very efficient especially when you have a large number of appointments to update, also I wouldn't want updates to be fired to the existing recipients, not sure if this would cause that to happen?

Any ideas on how best to approach this.

Thanks,

Lloyd

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Neil Parkhurst 10,727 User Group Leader on at

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If you want to default this new field to a value already existing on the phone call or some generic setting ..... you could create an on demand workflow that does the update. Then run that against the completed appointments.

I have used this approach on other entities such as qualified lead. And even though the record is read only it does update.

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