Configure the due date logic for shift approval flows

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분

    • As an administrator, you can configure the due date logic for the time-off request and shift-swap request approval flows.

    시작하기 전에

    Make sure that your application is in the Shift Planning scope.

    Role required: admin

    이 태스크 정보

    You can configure the flows to restrict who can approve the requests. For example, you can set it to only the manager of the agent's primary assignment group who can approve them. If the agent submits the request for approval within two days before the agent time-off start date, then the request for approval is auto-rejected.

    프로시저

    1. Navigate to All > Process Automation > Flow Designer.
      Each flow has a requester and an approver workflow.
    2. Configure the due date logic for the Time-off request flow.
      If Then Reference image
      The requester is one of the managers The request is auto-approved. Time-off request auto-approval
      The requester is the agent Enter the due date to approve the request.
      1. Open Else > Ask For Approval flow.
      2. In the Due Date field, select the down arrow icon (Down arrow icon).
      3. In the Due Date script window, update the value in the dueDate.addDaysUTC(-2); parameter to the number of days you want to set the due date for approval.
      4. Select Done.
      		 Time-off ask for approval flow
    3. Configure the due date for the Swap request approval flow.
      If Then Reference image
      The shift-swap requester is one of the managers The request is auto-approved. Shift-swap auto approval
      The shift-swap requester is an agent (Requestee) and the The shift-swap approver is the manager
      Enter the due date for the requestee agent to approve.
      1. Open Else > Ask For Approval- Ask for Approval from Requestee Agent flow.
      2. In the Due Date field, select the down arrow icon (Down arrow icon).
      3. In the Due Date script window, updated the value in the dueDate.addDaysUTC(-2); parameter to the number of days you want to set the due date for approval.
      4. Select Done.
      Enter the due date to approve the request.
      1. Open Ask For Approval - Ask for an approval from Managers and additional managers of both the agents flow.
      2. In the Due Date field, select the down arrow icon (Down arrow icon).
      3. In the Due Date script window, updated the value in the dueDate.addDaysUTC(-2); parameter to the number of days you want to set the due date for approval.
      4. Select Done.

      Enter the due date for the requestee agent to approve.Shift swap request approval

      Enter the due date to approve the request.Swap request manager approval