It is straightforward to use the maths editor to schedule an action such as sending an email, letters or any other medium of contact via Proclaim.
You can do this via the maths editor using a wizard, following the steps below.
In either workflow maintenance or database maintenance locate the linked action or maths item you wish to amend.
Click update.
Open the maths editor via the jigsaw/calculator icon.
On the left hand side of the maths editor you will see a list of wizards, locate the Diary an Action wizard on that list.
Double click the wizard.
In the Diary Details section at the bottom, specify what action type you wish to use on the drop down IE send an email.
Select the correspondent in the next drop down IE client.
The initiate box allows you to schedule a timeframe that this action should be completed within IE 7 days.
Select the template from the drop down IE None or Client template.
Select who you wish to diary for - if you leave it as user default it will default against what is set in user profiles for the individual running the linked action/maths item.
If desired select a diary category.
Click the tick icon.
You have now successfully input code that will diarize an action.