Question

Renewal Date Update

Workflow

Updated April 29, 2016

asked on April 25, 2016

Good afternoon all,

We are currently using a workflow that scans our repositories for renewal dates and generates a report accordingly based on parameters that are set up. I was curious if there is anyway to set up an additional workflow to modify the dates to the next year.

For example we have a document has a metadata field for "renewal date" set for 06/01/2016. On 06/02/2016, we want the workflow to modify the "renewal date" metadata to read 06/01/2017. If this is possible, how could this be done?

Thank you for any information you can provide.

-Evan

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Answer

SELECTED ANSWER

replied on April 29, 2016 • Show version history

Sure, no problem, I can't always tell when people ask for direction or for the whole thing.

The starting rule would be a daily schedule. If you expect a lot of results for the search (1000+) every day, I'd move the Assign Field Values activity to its own workflow and use Invoke Workflow inside For Each Entry to call it so you get better performance.

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Replies

replied on April 25, 2016

Just add a Date Token Calculator to add a year to the renewal date you read from the field and set the field back on each document.

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replied on April 29, 2016

Thank you, Miruna. Could you provide an example of how to use this? I have no idea how to even begin creating the workflow...

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SELECTED ANSWER

replied on April 29, 2016 • Show version history

Sure, no problem, I can't always tell when people ask for direction or for the whole thing.

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replied on April 29, 2016

Thank you, Miruna. That works perfectly!

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Renewal Date Update

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