Sometimes it is beneficial to be able to make certain changes to records that take effect at a future date. For example, a company is moving locations and will have a new address as of the beginning of next year. The Save As Pending option saves the recordaspending record aspending allowing usertomodify userto modify records prior to a specific date and then applies those changes automatically on the scheduled date. When a pending change exists, it automatically enables the Alerts button prompting the user that there are pendingchangesonthisrecordpending changesonthis record. In addition a user can edit and delete pending changes as necessary.
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Saving Changes as Pending
Follow thesestepstosave these steps to save changes to a record that should be appliedona specific date in the future:
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- Select the Alerts button.
- When a pending change exists for a record, the Alerts button is active, notifying the user that there are pending changes on this record.
- When a pending change exists for a record, the Alerts button is active, notifying the user that there are pending changes on this record.
Expand the Pending Changes hierarchy by selecting the plus sign (+).
Double-click the pending change in which you want to modifyto open the associated theassociated Alert Detail Detail dialog to see information about the pending changes that will be applied to the record.
- Click the Edit button.
- The record is refreshed with the pending changes specified in the Alert Detail Dialog.
- Make the necessary modifications to the pending change and select Save As Pending.
Even if you decide not to make any modifications to the existing pending change, you still need to select the Save As Pending option to reset the Scheduled Date.
Select the date and time the change should take affect from the scheduled date drop
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