Question

Specify condition based upon month instead of date?

Workflow

Updated January 9, 2017

asked on January 9, 2017

I know this is possible but I am looking for the best practice. I want to set a condition that if a document is created between a certain month to rename it. That way I don't have to update the workflow to change the years.

I am not sure if this is possible in the Condition popup. But I know I can accomplish this with just copying the workflow and changing it.

I want it to rename the document based on what quarter it was completed.

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Answer

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replied on January 9, 2017

Depends on what date you are going by but you could simply take the built in start date of the workflow. Pattern Match off the month, then set your Routing Decision. Have four branches in your routing decision (Q1 through Q4). Q1 branch is (if any condition is true),

%(PatternMatch_Month) = 1

%(PatternMatch_Month) = 2

%(PatternMatch_Month) = 3

So on and so forth. Then you can put your respective naming in each branch. I am sure there are other ways but this is how I'd start.

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replied on January 9, 2017

Sounds like a good start.

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Specify condition based upon month instead of date?

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