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lsrboy14

Annual Events And Advanced Lookup Changes When Saved

Status: Submitted for voting
by lsrboy14 on ‎05-31-2015 07:22 AM

I have a lookup I would like to Save and Use for later.....ideally for smart tasks

 

I create the look up I want pretty basic stuff.   In the Example as tested I know there should only be 1 person that meets the criteria.

 

Looks Good Below based on the preview And The Query was saved for use later 

 

 

Slide #1.JPG

 

 

Then The next step To Replace the current lookup in Act 

 

Slide #2.JPG

 

After I click replace lookup I get a lookup with more contacts

 

What I actally got saved was the below  query in the picture. Not the one I had above and actually saved. 

 

The Birthday Field (Annual Event) Field Was Changed 

 

 

Then I get lookup that the Birthday Filed Was changed to "within the Next"   0

 

 

 

 

Slide #3.JPG

 

 

Any idea What happend? Adding ( ) to the fields get the same result

 

 

 

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stillmanaf

auto schedule iCalender meeting request

Status: Submitted for voting
by stillmanaf on ‎05-27-2010 03:29 PM
Any ideas on how to create discrete iCalendar  meeting request based on annual event such as Birthday?  Birthday is a common and random field of which we can perform annual meetings.  The benefit to this is scheduling can be done more evenly on the users calendar.  I can create emails but no iCalendar embedded message.  Any thoughts are appreciated.  Thanks.
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