Article ID: 5871

Repeating Records


Creating Repeating Event Records

  1. Click New Record / Event on the File pull-down menu to open the Event Form - Add window.
  2. Complete the Event Form as required for the initial day.
  3. Click Set Repeating on the File pull-down menu to open the Set Repeating Events window.
  4. Double-click the date(s) that the existing record is to be repeated, excluding the initial day, to add the date(s) to the Selected Dates list.
  5. Check Records Stay Linked Together.
  6. Click OK to return to the Event Form - Add window.
  7. Click Save & Close to finish.

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Creating Repeating ToDo Records

  1. Click New Record / ToDo on the File pull-down menu to open the ToDo Form - Add window.
  2. Complete the ToDo Form as required for the initial day.
  3. Click Set Repeating on the File pull-down menu to open the Set Repeating ToDo's window.
  4. Double-click the date(s) that the existing record is to be repeated, excluding the initial day, to add the date(s) to the Selected Dates list.
  5. Check Records Stay Linked Together.
  6. Click OK to return to the ToDo Form - Add window.
  7. Click Save & Close to finish.

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Changing Repeating Event Records

  1. Click Daily, Weekly or Monthly on the Calendar pull-down menu to open the Calendar window.
  2. Double-click the event to open the Event Form - Change window.
  3. Make the necessary changes in the Event Form - Change window.
  4. Click Save & Close to return to the Calendar window.

  5. NOTE: If the Records Stay Linked Together check box was selected when the record was created, the Linked Repeating Record window opens:
    • Click Change Only this Record (This will Unlink this Record) to unlink this record and change this record only.
    • Click Change All Linked Records Occurring After this Record to change all the records occurring after this record.
    • Click Change All Linked Records to change all the linked records.
    • Click OK to return to the Event Form - Change window.
  6. Click Save & Close to finish.

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Changing Repeating ToDo Records

  1. Click Daily, Weekly or Monthly on the Calendar pull-down menu to open the Calendar window.
  2. Double-click the todo to open the ToDo Form - Change window.
  3. Make the necessary changes in the ToDo Form - Change window.
  4. Click Save & Close to return to the Calendar window.

  5. NOTE: If the Records Stay Linked Together check box was selected when the record was created, the Linked Repeating Record window opens:
    • Click Change Only this Record (This will Unlink this Record) to unlink this record and change this record only.
    • Click Change All Linked Records Occurring After this Record to change all the records occurring after this record.
    • Click Change All Linked Records to change all the linked records.
    • Click OK to return to the ToDo Form - Change window.
  6. Click Save & Close to finish.

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Deleting Repeating Event Records

  1. Click Daily, Weekly or Monthly on the Calendar pull-down menu to open the Calendar window.
  2. Double-click the event to open the Event Form - Change window.
  3. Click Record Properties on the File pull-down menu to open the Event Record Properties window.
  4. Click the Repeat tab.
  5. Double-click the record(s) and click Delete to open the Deleting Repeating Records window.
  6. Select the records to delete.
  7. Click OK to open the Delete Event confirmation window.
  8. Click Yes to return to the Event Record Properties window.
  9. Click OK to return to the Event Form - Change window.
  10. Click Save & Close to finish.

  11. NOTE: If the Records Stay Linked Together check box was not selected when the records were created, you must go to each record separately to delete the record.

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Deleting Repeating ToDo Records

  1. Click Daily, Weekly or Monthly on the Calendar pull-down menu to open the Calendar window.
  2. Double-click the todo to open the ToDo Form - Change window.
  3. Click Record Properties on the File pull-down menu to open the ToDo Record Properties window.
  4. Click the Repeat tab.
  5. Double-click the record(s) and click Delete to open the Deleting Repeating Records window.
  6. Select the records to delete.
  7. Click OK to open the Delete ToDo confirmation window.
  8. Click Yes to return to the ToDo Record Properties window.
  9. Click OK to return to the ToDo Form - Change window.
  10. Click Save & Close to finish.

  11. NOTE: If the Records Stay Linked Together check box was not selected when the records were created, you must go to each record separately to delete the record.

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