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View & Edit Triggers: Change Dates, Edit Location & Calendars

Triggers are all saved directly under each Case. To view your Triggers, click on the All Cases Button to view a list of all of your active cases. Then select a the View button next to the case you wish to view.

View Triggers:

The Case detail screen shows a list of all Triggers that have been saved to your calendar for the case. You can search the Trigger list using the header search fields. Note: the search fields are case sensitive. Click the View button next to the Trigger you wish to view or edit.

View Trigger Details:

On the View Trigger screen you will see all of the details for your trigger in two sections.

The top half of the View Trigger screen shows the Trigger specific information. Name of Trigger, Trigger date, all custom text applied to the Trigger a list of the Calendars that the trigger has been saved to and a list of the Categories used on the Trigger.

The Bottom half displays a list of all Triggers that have been saved to your calendar. The Trigger list is searchable and the search fields are case sensitive. Click the View button next to a Trigger to view or edit a specific Trigger.

Click the Back to Case Button to get Back to the Case View screen. 

Click Edit Trigger if you want to Recalculate a Trigger ,make changes to the text fields, add or remove calendars or Archive a Trigger.

Edit Trigger

The Edit Trigger screen is where you go to make changes to your Trigger and all the related Events for that Trigger.

Recalculate:

To Recalculate your Trigger click into the Date field and change the date, and time if necessary. Then Click the Recalculate Date button. When you use the Recalculate function DocketCalendar will also update any Text changes you make and any Categories you add or remove.

Note: Once you click the Recalculate Date button you will directed to a screen that will display all of your new event dates. Click the Update Calendars button to complete the process. Click the Back button if you do not want to process your changes.

Update Text & Categories:

To make changes to text fields or to update the Category on all events related to your Trigger, click the Apply Changes button. Note: Apply Changes will note Recalculate your Trigger. If you need to Recalculate and Update text at the same time, use the Recalculate Date button.

Add & Remove Calendars:

You can not Add or Remove Calendars while Recalculating or Updating Text and Categories. If you need to Add or Remove a Calendar and you also need to either Recalculate your Trigger or Update the Text fields or change a Category, make your changes first, then add or remove Calendars.

Archive Trigger:

To remove a Trigger and all of the related Events, Click the Archive Trigger Button

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