byondpro

^{Functional Specifications}

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(c) OpusXenta Pty Ltd, 2020

Create Calendar Event - Assigned To User

Purpose of this new enhancement is to create a calendar event on the 'Assigned To:' user's calendar, when creating a new transfer.

Create Calendar Event - Assigned To User

Assigned To

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
User Select	Pre-conditions: 1. Existence of at least one sales & booking record with Record Type = Funeral Homes	1. A list of (active) users and resources created underneath the funeral home. 2. This element conforms to standard CRM advanced search select field controls.	-	Text	-	-	-	-

Scheduled At

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Date & Time Field	Pre-conditions: 1. In order to create a calendar event under assign to user's calendar: 1a. Sales & Booking module -> Summary screen -> Record Type = Funeral Homes 1b. Administration -> Cemetery System Setup -> Custom Configuration -> FHTransferAssignments = Yes 2. Standard byondpro date and time format need to apply here.	1. If the Schedule at - Date is blank, cannot enter a time (no action).	-	Date & Time	-	-	-	-

Save

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. If FHTransferAssignments = Yes, and the Assigned To field has been selected, and the Schedule at - Date has been selected, the Schedule at - Time need to select. 1a. If any of those is blank, an error message need to be displayed and there are one option available within the error message. 2. If Assigned To field has been selected, but Schedule At Date/Time fields are blank, an error message need to be displayed and there are two options available within the error message. 3. Create new Appointment per Create Appointment: FH Transfer	-	-	-	-	-	1. You have not set a Time for the Transfer, do you want to proceed? OK - Save the record. Cancel - Returns to Transfer summary screen to complete the missing details. 2. You have not set a Date & Time for the Transfer, do you want to proceed? OK - Save the record. Cancel - Returns to Transfer summary screen to complete the missing details.

The contents of Create Calendar Event - Assigned To User

Create Appointment: FH Transfer

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