Precedent Workflows > Reschedule events created from a precedent workflow
The scheduling of appointments and tasks is based on their chain's anchor event, chosen when the workflow precedent is applied.
For example, a precedent might include a chain of 4 steps, in which the 2nd step is the anchor step. Step 2 could be Closing. Step 1 is scheduled to start prior to Step 2, and Steps 3 and 4 afterward.
Once the precedent has been applied and events appear in the Tasks or Appointments list on the file:
● Reschedule the anchor event – All not-yet-done tasks and future appointments in the chain will be automatically rescheduled as appropriate. For example, if Step C is moved up a month, then its prior and following steps are also moved up a month.
● Reschedule a non-anchor event – That step will no longer be under workflow control—it won't be automatically rescheduled if you later reschedule the anchor event.
● Reschedule event from outside of Amicus (e.g. in Outlook or on your smartphone) – This change is not kept. Amicus will revert the event back to its original date (and you'll be notified by email).
A prompt alerts users when an attempt is made to change the associated file on a task or appointment that was created from a workflow.
Additional prompts appear if the original file no longer exists or has been renamed.
● What are precedent workflows?
● Customize precedent workflow features
Amicus Cloud (July 2023)
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