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Laserfiche Forms - How to set a date range field (from a specific date to a specific date)

Laserfiche Version 10 Business Processes How To
Updated September 16, 2020
asked on September 16, 2020

I have a process where a supervisor approves a form for a specific date range (say for example 9/15/2020 to 9/15/2021) i need to send a reminder to the employee as the end date approaches to renew the form.

 

I can set the initial date on the forms using the date field but wasn't sure if there is a format for picking a date range. 

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SELECTED ANSWER
replied on September 16, 2020

 

8.3.4

If the end date is being supplied by the user initiating this form, then it would probably make sense to base your Date Token Calculator activity off that date. If you want to notify someone 30 days before that end date, your date token calculator can generate a date token of 30 days before the end date. Put that date into your "review date" field value, and it should work the same.

If different departments should be notified a different number of days in advance (15 days, 30 days, 45 days, etc.), you'll probably need to use a "Conditional Decision" activity in workflow and come up with a way to differentiate the different documents. Then, in each branch of the Conditional Decision activity, you can have a Date Token Calculator calculate the corresponding day (15 days, 30 days, or 45 days before the end date). 

Does that help? Does it sound like I'm understanding your situation correctly?

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Replies

replied on September 16, 2020 • Show version history

Hi Rekha,

The way I usually do this is with a workflow that uses the "Date Token Calculator" activity to create a date token for the future date(s). For example, you could use this activity to create a review date of 335 days after your original date (09/15/2020, in your example, for a review date of 30 days before expiration). You can put this "review date" in a field value on the documents in question. Then, you can build a separate workflow to run a search to find documents with a review date of %today, and 335 days from now, that workflow will find our document in question, and you can configure your workflow to send an email to someone with a shortcut to the document attached to the email. I usually schedule this workflow to run once a day in the early morning.

Depending on how many documents this workflow might find each day, you may not want to send an email to this person for every single document. But that might be a different conversation.

Does all that make sense? I can post some screenshots if that would be helpful.

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replied on September 16, 2020

Thanks a lot for your informative response. I shoul'dve mentioned this in my question, what if there are multiple scenarios where the deadline date on the form is different for different set of groups or depts?

 

For example when the supervisor initiates this form to his dept he may mark the dates as 1/1/2020 to 3/1/2020 , whereas another supervisor may mark in the form the dates as 1/1/202 to 6/1/2020.

How will i know when to run the workflow for the diffeerent set of dates?

Can i still use the tokendatecalculator in this scenario?

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SELECTED ANSWER
replied on September 16, 2020

 

8.3.4

If the end date is being supplied by the user initiating this form, then it would probably make sense to base your Date Token Calculator activity off that date. If you want to notify someone 30 days before that end date, your date token calculator can generate a date token of 30 days before the end date. Put that date into your "review date" field value, and it should work the same.

If different departments should be notified a different number of days in advance (15 days, 30 days, 45 days, etc.), you'll probably need to use a "Conditional Decision" activity in workflow and come up with a way to differentiate the different documents. Then, in each branch of the Conditional Decision activity, you can have a Date Token Calculator calculate the corresponding day (15 days, 30 days, or 45 days before the end date). 

Does that help? Does it sound like I'm understanding your situation correctly?

1 0
replied on September 16, 2020

Got it! Planning to implement this around next week. Will let you know how it works. Thanks again.

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