The GroupWise Auto-Date (Recurring) feature enables you to send recurring appointments, tasks, or note messages. Auto-Date enables you to send one message that applies to many different days. For example, you can use an appointment Auto-Date to schedule a staff meeting that occurs every Wednesday at 9:00 a.m., or you can use a task Auto-Date to make sure staff members turn in a report on a certain day each month. You can also send a note configured with Auto-Dates to remind employees which day is payday.
There are three different ways to create Auto-Date messages:
For the most part, the by-example method makes the by-formula method obsolete. Therefore, we do not discuss the by-formula option.
The by-dates Auto-Date method is the easiest to use and understand. When you choose this method, a calendar opens for the current year, and you click the dates on which you want the appointment, task, or note to appear. You can click the Year button to advance the calendar to the next year.
To create an Auto-Date Calendar entry using the by-dates method, follow these steps:
The by-dates method of setting recurring calendar items is the most flexible and easy to use of the three methods.
Use the by-example Auto-Date method when you want to send appointments, tasks, or notes for dates that follow a regular pattern. For instance, a by-example Auto-Date could be used to schedule a meeting that occurs on the third Tuesday of every month.
The by-example Auto-Date requires some experimenting to get the hang of it. The following example should help you get a sense of how it works.
One of the most common ways people use Auto-Date is to create personal notes reminding themselves when it's payday. The following steps show how to use Auto-Date to create a personal note for a payday that occurs on the 1st and 15th day of every month, unless the payday falls on a weekend. If the 1st or 15th falls on a weekend, the payday occurs on the preceding Friday. Here is what you would do:
A note appears in your calendar on each day that meets the Auto-Date criteria during the period you specified in the date range fields.
When you send an appointment message or note created using Auto-Date, The GroupWise system creates and sends one message for every date that meets the Auto-Date criteria. If you send an Auto-Date appointment message that occurs every Friday during a year interval, 52 separate appointments will appear in each recipient's mailbox. The recipient will be given the option to accept all instances at once or to accept or decline each message individually.
The Online Help system includes a guide for using the Auto-Date feature. To access the guide, follow these steps:
The by-example method allows you to create regularly recurring calendar items.