Workflow Route dialog - third (conditional dates)

Used in creating and modifying workflows, also in creating and modifying workflow templates. This dialog determines the due date for the future workflow route request.

Taking action

Field/Choice

Description

Set Due Date As

        Select Same Day to request an immediate response, the same day the request is sent.

        Or, select The Following to pick a due date within the week following the day the request is sent. That opens the Due Date - Following dialog. Select the following day there, then click  OK.

        Or, select Begin Day Plus to pick a due date at some set interval following the day the request is sent. That opens the Due Date - Begin dialog.

Set Due Time As

        Select Specific Time to set the response time on the due date. That opens the Set Due Time dialog. Click the down arrow next to one or more fields to select a time from drop-down lists, then click OK .

        Or, select Begin Time Plus to pick a response time deadline on the due date - at some interval after the time of day the request is sent. That opens the Set Due Time - Begin dialog,

Testing

Use these fields to play out different scenarios, to see how a due date might fall based on a specific start date, also on the date/time requirements just specified.

  1. Use this Testing zone to try out your scheduling. If the selected due date/time won’t work, click Cancel to return to the workflow form and try another due date.

  2. When you’re satisfied with the request due date, click OK.