Thanks for that. I'll follow your suggested process, which will work out well.
I have to close out some Corrective Actions by the end of this week. I can do that from the 'manual' setup, then 'automate' it from there.
I'll post the manual version for you to have a look at - modified to retain client confidentiality. I'll put some notes on it to show what I'd like it to do.
Appreciate your help.