Create or Edit a Calendar Event Workflow

Note: This workflow applies to internal users only.

Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.

Description

The diagram illustrates the workflow for creating or modifying a calendar event.

Related Workflows

The following workflows may have one or more tasks in common with the Create or Edit a Calendar Event workflow.

Select Recipients by Internal User for Hierarchy Option

Select internal recipients by

Select Recipients by Internal User for Hierarchy Option

To select recipients by internal user for hierarchy option:

Click the Internal User button.
Select the Choose recipients by Hierarchy option.
Click the Next button to continue.
Select a hierarchy by clicking on the box before the hierarchy.
Note: To expand the hierarchy to select specific options, click the plus sign.
Note: To de-select a hierarchy, click the box to remove the check mark.
Click the Next button to continue, or click the Back button to return to the previous window.
Select a user type.
Click the Next button to continue, or click the Back button to return to the previous window.
Select the positions.
Note: To select multiple items, press and hold the CTRL key while selecting items.
Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields list.
Note: To remove a selection from the Selected Fields list, select the option and click the Remove (<<) button.
Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

Select Recipients by Internal User for Hierarchy Option

Select users.

To select recipients by internal user for hierarchy option:

Click the Internal Users button.

Select the Choose recipients by Hierarchy option.
Select internal recipients by hierarchy, step 1 of 3.

Click the Next button to continue.

Select a hierarchy by clicking on the box before the hierarchy.
Note: To expand the hierarchy to select specific options, click the plus sign.
Note: To de-select a hierarchy, click the box to remove the check mark.

Select internal recipients by hierarchy, step 2 of 3.

Click the Next button to continue, or click the Back button to return to the previous window.

From the Select Recipients by User Type drop-down list, select a user type option.

Click the Next button to continue, or click the Back button to return to the previous window.

From the Available Fields box, select the positions.
Note: To select multiple items, press and hold the CTRL key while selecting items.

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.