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Refresh visit on every check-in

Hi experts

Does somebody know how to set up a workflow rule that automatically refreshes a visit when someone checks in into that visit?

I know there is an option to do a refresh of a visit automatically every time a visit is saved but this is not what we want. A visit is saved at check-in, but also when a survey or task is removed from or added to a visit.

When more than one survey is added (obligated) to a visit, but for some reason the responsible is not able to fill in two or more surveys, it is impossible to remove them without refreshing the whole visit and having the surveys back that he removed one second ago.

Obviously a responsible can refresh the visit itself, but we would like the system to do it for us.

Thanks in advance,

Robin Steyaert

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  • Posted on May 18 at 04:18 AM

    Hi Robin,

    from the terms you use (visit, survey), I have doubts that you really mean the product that you tagged.

    The tag

    relates to the product whose documentation is here:



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