Hi,
With objects like Opportunities we have the option to use the "Refresh from Activity Plan" option in workflow rules in order to automatically assign surveys and the like to an object. However, for Visits this is not available, and I have also been unable to automate the process in the SDK using this.RefreshWorklist();
Has anybody found a way to refresh a visit (i.e. the "Refresh Visit" action on a visit) so that for example an automatically assigned survey is displayed straight away?
I went to raise this on the Idea Place, only to find somebody had already raised it:
Workflow rule on VisitBO: action "Refresh Visit" is missing : View Idea
Thanks,
Andrew.