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Question

Question

Custom Query to Compare a Field Date to Current date, and if it's outside of the range, apply a stamp

asked on August 22, 2016

I have a invoice approval workflow with a field for invoice date.  I would like to add a step in which the system compares the invoice date to the entry date, and if it more than 90 days old, or is any date in the future a 'check date' stamp is applied as a warning to the next user in the flow. 

I am a novice Workflow user, so any help would be appreciated.  Thank you.  

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Replies

replied on August 22, 2016

You can use Date Token Calculator to figure out what 90 days ago was. Then you can have 2 conditions, one to check if the field value is less than that date and one to check if it's greater than the current %(date).

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replied on August 24, 2016

Figured it out!  For anyone who's looking to do something similar, here's what the workflow looks like:

From here, once I was satisfied it was working properly, I added this mini workflow as a step in the bigger process and all appears to be working as it should.

Date Check Workflow.jpg
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