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Question

Question

escalation/deadlines and variables

asked on March 9, 2017

I would like to set a deadline for a workflow, but I would like to base it upon a field date rather than the starting date of the entry in the workflow.  How can I accomplish this?

Example...

I have a permit that is issued, but sometimes it does not get entered into Laserfiche right away.  When the scanner operator scans the permit, the actual permit application date is entered as a field.  I would like to base the deadline on this rather than the starting date of the workflow.

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Replies

replied on March 9, 2017

Hi Mary Lou.

Populate the Permit Date at point of Scan. Then in your Workflow, you can use the "Date Calculator" to calculate the Deadline Date as Permit Date + days/weeks or months as required

You can then populate this into a Deadline MetaData Field for use with another workflow that is watching for that date, or whatever your process may be.

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