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 Dealer User for Input a Dealer Number Option

Select dealer

Select Recipients by Dealer User for Input a Dealer Number Option

To select recipients for dealer user by input a dealer number option:

Click the Dealer Users button.
Select the Input a Dealer option.
Click the Next button to continue.
Type a dealer number.
Click the Next button to continue, or click the Back button to return to the previous window.
Select either the Position or User option.
Note: The appropriate options display based on your selection.
Select either the available positions or available users.
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 Dealer User for Input a Dealer Number Option

Select users.

To select recipients for dealer user by input a dealer number option:

	Click the Dealer Users button.
	Select the Input a Dealer Number option.
	Click the Next button to continue.
	In the Enter Dealer Number field, type a dealer number.
	Click the Next button to continue, or click the Back button to return to the previous window.
	Select either the Position or User option. Note: The appropriate options display based on your selection.
	From the Available Fields box, select either the positions or users. 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.