Block - Update a new Date after Date due

Automation block to update a new date after a date is due

  1. In Studio, select a date in session Information

  2. Click right of selection and click ‘New Automation’

  3. Check on top of pop up screen, ‘Date’ is due

  4. Drag and drop ‘Actions’ block and draw line from Start to ‘Actions’ block

  5. Click ‘+Add Actions’ and select Perform

  6. Select a Module, Activity and input ‘#’ in Entry and select Entry

  7. Click ‘Expand Property’, and do as in screenshot below to add 3 months after date is due:

  8. After create new entry at Client, the Date is due, the system will auto update the Date