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


View solution in original post

6 REPLIES 6

Hi Deepak


I'm not sure how this 'if' condition would be done.


Are you saying if the due date is amended to a later date the existing workflow would reactivate and extend from where last Timer left off?



Could you give\show an example assuming the workflow ran to the 'END', and a new 'Due Date' has now been entered please? What I'd like is for an additional workflow to run from 'BGN' leaving the previous complete workflow in place for history of efforts to complete this task (if possible). Otherwise a BR that can accomplish the same thing (I hope).



Sent from mobile phone, but I hope it makes sense.



Kind Regards




TC


tech_tc
Mega Contributor

Hi Deepak



Thanks again for your help.


I'm going to start a new thread\question on the behavior of a workflow running more than once on a record.