You are here: Chapter 8: Using FootPrints > Calendar and Scheduling > Creating Recurring Issues from the Calendar

Creating Recurring Issues from the Calendar

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:

  1. 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.
  2. Fill in the data for Title, Description, Invite Users, etc.  Refer to Creating Appointments for complete instructions.
  3. For the Link to Issue field, select the Date/Time field to link, e.g., Due Date.
  4. For Recurrence, select the Recurrence tab, and then click the Activate Recurrence checkbox. The recurrence controls are activated.
  5. Select the type of recurrence you want from the drop-down box.   Options are:
  1. The options for the type of recurrence change depending on the type you select.
  2. 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.
  1. 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.