How to Repeat a CRM Appointment

Evidence Summary

Workflow run

crm-appointment-repeat-20260519T121620Z

Source appointment

434

Generated rows

434, 435, 436

Repeat setup

Daily, all days, end at 2 repetitions

Final state

rowsAfterCleanup=0

Before You Start

• Open the appointment detail page from /crm/marcacoes.
• Use the Operations menu, then Repeat Tag.
• The repeat modal exposes Daily, Weekly, and Monthly periods.
• End mode can be Until the date or End at a number of repetitions.

Repeat Daily

1. Open Operations and choose Repeat Tag.
2. Select Diary.
3. Choose Until the date with an end date/time, or choose End at and enter the repetition count.
4. Choose All or Working Days.
5. Set the interval in day(s).
6. Click Save and confirm the warning about erasing future visits associated with the recurrence.

The verified run used SelectPeriodo=1, endRepeat=F, Ocurrencias=2, Days=T, todosD=1, DataInicio=20/05/2026, and HoraInicio=09:00. OfficeGest posted the repeat form back to /crm/marcacoes/view/NDM0.

Repeat Weekly or Monthly

• Weekly: select Weekly, set the number of weeks in todosS, and choose weekday checkboxes such as Monday, Tuesday, or Friday.
• Monthly by day: select Monthly, keep Day of the month, then choose CadaDia and interval CadaMes.
• Monthly by weekday: select Monthly, choose Week Day, then choose the ordinal week, weekday, and month interval.

These controls were present in the same verified form. The state-changing run used the daily path only to keep cleanup bounded.

What OfficeGest Does

Before saving recurrence changes, the page calls DeleteRelcontactoRecorrenciaFutura with numrel and idrecorrencia. The verified response was {"succeeded":true,"message":null}. The form post then created list rows 434, 435, and 436 for the same subject. The rows appeared at 2026-05-20 09:00 and 2026-05-21 09:00.

Artifacts

• raw/playwright/workflows/crm-appointment-repeat-20260519T121620Z.json
• assets/screenshots/crm-appointment-repeat-20260519T121620Z-01-before-create.png
• assets/screenshots/crm-appointment-repeat-20260519T121620Z-02-repeat-form.png
• assets/screenshots/crm-appointment-repeat-20260519T121620Z-03-after-repeat.png
• assets/screenshots/crm-appointment-repeat-20260519T121620Z-04-after-cleanup.png