Solution No. 159
If an appointment is an occurrence of a recurring series and is edited, it becomes a "Changed Occurrence" and no longer gets updated when values in the main series gets updated. Using the Restore Occurrence action you can reset the appointment to no longer be a Changed Occurrence.
So Where Would We Use It?
You have a recurring appointment every week to cut grass at 101 Method Ave. You open this week?s occurrence and put in some notes and this changes the occurrence from a recurring series to “Changed Occurrence”. This single “Changed Occurrence” will not be updated if you make edits to the series. So, you use this action to turn the “Changed Occurrence” back to a “recurring occurrence”. Now when you update the series, this occurrence also gets updated.
To set the properties for this action, follow these steps:
1. Select Restore Occurrence from the Action dropdown list.
2. Select Table from the dropdown list.
3. Select Record ID Value from the dropdown list.
The choices are:
- Type In – sets the condition to a value that the user types in manually.
- Action Result – sets the condition to a user-defined action result.
- Value From Screen – sets the condition to a value pulled from a specific field within the specified screen.
- Value From Session – sets the condition to a value that results from the current session information.
4. If you selected Type In for Step 3, enter the predefined value and proceed to Step 5; otherwise, specify a Value in the dropdown list below.
5. Enter Internal note (Optional).
6. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.