Creating an activity when a field is a date.
We need to create activities during the sales cycle which are defined at the start of the cycle. Currently this involves accessing the acvtiviies tab and creating indivual activities and either writing down the dates and other information or going back and forward between the main screen and activity screen to get the details. It could be as simple as a 'create activity' button available beside the date field which lanched the activity screen and pre-populated the date.
AdminJames Kay (Admin, Workbooks Online) commented
John, very early next year you will be able to add buttons to Workbooks forms which invoke scripts. Such scripts are passed values from the main object when they run. If you can define the activities which need to be created in terms of these values then this could be automated fairly easily. Depending on your requirements you could create multiple Activities when the button was used.
If you are interested in this please get in touch with us (if you want us to write scripts this would be chargeable). firstname.lastname@example.org