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- Open the record which you want to modify.
- Make the necessary changes and select the Save As Pending button in the toolbar.
- Select the date and time the change should take affect from the Scheduled Date drop-down.
- The default value is the current date and time.
- The default value is the current date and time.
- Click the OK button to close the dialog.
- The form repopulates with the currently saved data (in other words, the pending changes are removed since they are no applicable yet).
- The Alerts icon turns red on the record’s toolbar to notify all users that pending changes exist for the record. See Using the Form Command Buttons for for more information on the Show Alerts button.
- After the pending change’s specified date and time passes, the Aptify Scheduled Tasks system automatically updates the record with the appropriate changes. Once the pending changes have been saved to the record, the Alerts icon no longer appears in red (if no other alerts are pending for the record).
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