Hi and thanks for reading.
I am looking to set up a system that will massively ease our workflow after we deliver one of our training courses.
In order of what I need to happen -
1.) I have created a module called 'Relicense' in which I enter:
- the contact details of the course lead (name & email)
- the course ID number
- the date the course was completed
- the date relicense was due
- there are also 12 name fields that I will want to populate automatically in the next step
2.) In the contacts module
- I enter a new contact and mark the course ID on the form
- I mark their email address as well as other personal details/course info
3.) I want to now press a custom button which automatically fills in the next free space in the relicense module form with the corresponding course ID. For example, if I have already entered 4 contact details for course TETFA255 the script will identify that and enter the details in to field 5.
4.) The contacts form also uses the dates previously marked on relicense form to update the contact form where I pressed the button.
5.) A workflow automation is triggered that alerts me 6 months before the relicense is due (this drawn form the relicense due date entered in the relicense module).
6.) A workflow automation sends out an email to the name/email entered on the relicense module.
7.) A workflow automation sens out individual emails to the trainees that attended the course.
Below is a picture of the relicense module I set up to help show what I am trying to achieve...
I hope this makes sense? Of course I will try to explain better if not.
Many thanks for your help,
Shaun