Is it possible to create a notification 7 days before 'Due Date' on a workflow?

tech_tc
Mega Contributor

Is it possible to create a notification 7 days before 'Due Date' on a workflow?

I've tried to dodge solving this issue before, but it's raised it's ugly head again!

I've happily managed to create a workflow on a table that extends from the Task table. This means there are some limits to the functions i can use in the workflow. My work flow currently works on percentage of time left to the due date. But i'd like it a little more accurate so that i can send an email notification when the time is 7 days before the 'Due Date' entered in my custom table.

What i have so far is: BGN | Notify | Timer50% | Notify | Timer90% | Notify | Timer100% | Notify | End

reminder_workflow.PNG

reminder_workflow2.PNG

For sake of speeding the tests up, i set 'Due Date to today 14:10. This gave me reminders at 50%=14:00, 90%=14:08ish, 100%=14:10.

Is there a easy way to enhance this workflow to create one that calculates day before 'Due Date' entry? I'm using Eureka.

1 ACCEPTED SOLUTION

Deepak Ingale1
Mega Sage

Hi Tony,



On the timer activity, you can set the timer based on field as well. Did you try this ?



e.g. in below screenshot, you can see time based on 'Requested Till' field.


You can use the 'due date' field.



Your wait condition would be "Some time before"



find_real_file.png


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6 REPLIES 6

Deepak Ingale1
Mega Sage

Hi Tony,



On the timer activity, you can set the timer based on field as well. Did you try this ?



e.g. in below screenshot, you can see time based on 'Requested Till' field.


You can use the 'due date' field.



Your wait condition would be "Some time before"



find_real_file.png


I have this workflow working and sending notifications.   BUT if the Due Date value changes, the workflow notifications are based off the old Due Date.   How can I update my workflow to accomidate a change to Due Date value?


tech_tc
Mega Contributor

Hi Deepak



That seems to be working with my scaled down 30min due date. many many thanks.


But I've notice though, that i can not re-run the workflow after it has completed. Is this by SN design?


The Due Date field will be reviewed 7 days before the end of the task. At that point, if the task is not complete in reality, we'll need to set a new 'Due Date' to push the task finish line further out. Can this be done?


Hi Tony,



I guess this can be done in the same workflow.



After you timer activity has ended, you will need to pick "If" conditional activity.


This will check if Task has been finished or not.



If it is, you can use the "Yes" output branch of the "If" activity to further design other workflow activities.


If it is "no", you can use the "No" branch to configure run script activity in which you will configure new "Due Date" for the task..