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 button saves the record as pending allowing user to 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 pending changes on this record. In addition, a user can edit and delete pending changes as necessary.
Before pending changes can take effect automatically, your administrator must set up an Application Server on your network and create a Scheduled Task that will process pending changes on a regular basis. See Administering Pending Changes for details. |
Follow these steps to save changes to a record that should be applied on a specific date in the future:
Follow these steps to modify changes that have been saved as pending:
Expand the Pending Changes hierarchy by selecting the plus sign (+).
Double-click the pending change in which you want to modify to open the associated Alert Detail dialog to see information about the pending changes that will be applied to the record.
Even if you decide not to make any modifications to the existing pending change, you still need to select the Save As Pending button to reset the Scheduled Date.
Select the date and time the change should take effect from the Scheduled Date drop-down.
Note that you can view the modified changes by selecting the corresponding change from the Alert List. Follow these steps:
Follow these steps to delete a pending change:
Expand the Pending Changes hierarchy by selecting the plus sign (+). Double‐click the pending change which you want to delete to open the associated Alert
Detail dialog.