I would like to set up a workflow to create a calendar event when a service record is created. I have screen shots where I have created a workflow to create an action with the correct date/time and subject/description, but I would like to automate the ability to create a calendar event with the same date/time, subject, and description included. If someone could help I sure would be appreciative. I am currently running 6.5.2, but I created a backup and have updated the backup to 6.9 so I can work with either instance of the crm. Thank you for your time and support!
workflow1.jpg 43.42KB 2 downloads
workflow2.jpg 45.44KB 3 downloads