Method CRM Try it FREE
 Method CRM Help Center
Getting Started Checklist
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ

collapse all | expand all
Convert to Series
Solution No. 153
This action will convert a specified record to a Series. The record must be a OneTime for its RecurrenceType for the service to be converted. If RecurrenceInfo is not currently in the record you are converting to a series, a default Basis of Project with minimum information will be created.
So Where Would We Use It?
Imagine a prospect calls in requesting to schedule some „emergency maintenance?. You create a work order and rush out to complete the job. The client being very impressed has now requested the same work be scheduled on a monthly basis. Simply take the work order and convert it to a "series".
To set the properties for this action, follow these steps:
1. Select Convert to Series from the Action dropdown list.
2. Select the table from the dropdown.
3. Select the Record ID from the dropdown.
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 Row – sets the condition to a value from a specified row.
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.


Was this article helpful?