Recurring appointments can be created that create new
Issues automatically when the next recurrence occurs. This
is useful for scheduling recurring maintenance jobs that require an issue
to be created and assigned to a particular user automatically.
The appointment must originate in the Calendar. That
is, you must make the appointment first (as a recurring appointment) and
link it to an Issue via a Date/Time field. Recurring
Issues cannot be created if the Issue is created first.
Note
The names of many of the fields in FootPrints
can be changed by the administrator (Title,
Priority,
Status,
Description,
etc.), as well as the name of the records (Issue). Custom
fields can also be created. For
clarity, this manual always refers to FootPrints records as “Issues”
and uses the default terms for the other field names.
To create a recurring appointment which creates automated
recurring Issues:
Click the Create
Appointment button or select
an hour in the Day View in the Calendar. A pop-up window is displayed
for the Create
Appointment dialog.
Fill in the data
for Title,
Description,
Invite
Users, etc. Refer
to Creating Appointments for complete
instructions.
For the Link
to Issue field, select the Date/Time field to link, e.g., Due
Date.
For Recurrence,
select the Recurrence tab, and then click the Activate Recurrence checkbox. The recurrence controls are activated.
Select the type of recurrence you want from the drop-down box. Options
are:
Daily
Weekly
Monthly
Yearly
The options for the type of recurrence change depending on the type you select.
Daily—Options are Every X days (where X is a number you specify) or Every weekday (i.e., Monday through Friday)
Weekly—Specify that the appointment recurs every X weeks (where X is a number you specify) and the day of the week on which the appointment recurs.
Monthly—Specify either that the appointment recurs on a date (the 1st, 2nd, 3rd, 4th, etc.) every X many months (e.g., the appointment recurs on the 3rd day every two months) or that the appointment recurs on a day of the week (e.g., the third Tuesday) every X months.
Yearly—Specify either that the appointment recurs on a specific date every year (e.g., August 14) or that the appointment recurs on a day of the week of a specific month (e.g., the third Tuesday every August).
Next, either select "No end date"
or an "End by" date, in which case you must fill out the date
by which the recurring appointment ends. For example, you might choose to set up an appointment that occurs on every
Monday of every week and then select a date three months later for the
appointment to stop recurring on the calendar.
Click Save to create the
appointment. The
appointment and the issue are created and the Create
Appointment page is displayed for that date.
Issues are created automatically by the system each time
the appointment occurs. The
first Issue created contains the manual information entered on the Issue
page; subsequent Issues only contain the information taken from the appointment.