Recurrence form- Appointments Table

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Posted on by Teresa24486

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Hi,

Information(from a subgrid) is getting deleted from the Appointments record when converting it to a recurrence form; data propagation doesn't work on subgrid- If this is achievable from a workflow, I need help with the workflow.

If ever i want to extend a recurrence series and try to edit series, it updates the existing,old records are all gone and a new set of series is created. Is this the default behavior? What can be the work around?

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Microsoft Dataverse with Power Apps

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @Teresa24486 ,

Recurring appointments behave a bit different in Dynamics 365 / Power Apps. Overall this functionality has not really changed in years that I know of (probably same since 2011). A good article explaining here: https://cloudblogs.microsoft.com/dynamics365/no-audience/2011/04/25/demystifying-recurring-appointment-update-recurrence-logic-how-history-of-past-instances-is-saved-in-crm/ I know this is old but the examples are really good.

I just tested this logic in my current demo tenant and it behaved as I expected.

1. Created a repeating appointment for Mondays starting in the past (January) and it created the following:

I then chose to change the recurrence and you see the message that is displayed on appointments in the past.
I revised to put the appointments on Saturdays and it did not change the ones in the past (you will see a Saturday and a Monday) and in the future ones it changed to map to the Saturdays:

Hope this helps to understand the logic around the recurring appointments. Let me know if this does not answer your question.

Thanks much!

Drew

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Teresa24486 613 on at

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hi @dpoggemann ,
Sorry for the delayed response.

I tried again and this is what I see:

I did update the recurrence to the following:

As you can see, the series gets updated to the new settings and deleted the existing, even if the previous series had a completed task, it deleted them all.:
Can I not have the completed ones retained?

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Drew Poggemann 9,287 Most Valuable Professional on at

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HI @Teresa24486 ,
If you modify the recurrence for future appointments to end after say 5 vs 10 and if you have completed the 9th and 10th already, they do get removed. If they are appointments in the past they are retained. I wish Microsoft wouldn't do this since they are already "completed" but yes, they are removed.

Thanks much,

Drew

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Teresa24486 613 on at

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ok, noted.
Would you be able to assist with the first part of my question?

Information(from a subgrid) is getting deleted from the Appointments record when converting it to a recurrence form; data propagation doesn't work on subgrid- If this is achievable from a workflow, I need help with the workflow.

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