By default, a work flow form step's assignee and approver due dates are calculated automatically based upon the configuration of the form step. However, if you add the WF Assignee Due Date and WF Approver Due Date fields to the form step, users can change these due dates. When the user checks out the form, these fields automatically populate with the default calculated due date. Then, users can modify the dates as necessary.
At this time, only System Administrators can update due dates. This will be resolved in the 20.12 release.
Please keep the following notes in mind about these fields:
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To add these fields, your form must have the Work Flow field set.
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These fields should NOT be added to the kickoff step of a work flow, because the due dates cannot be calculated until the work flow has been kicked off.
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Both fields auto-populate but are editable by the user if they have appropriate permissions.
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These fields must be on the form layout for the user to edit them.
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If a user modifies the date in one of these fields, the system will not automatically update the other field.
If the Approver Due Date is changed to be before the Assignee Due Date, the system will return an error message that reads, “Change the Approver Due Date to a date on or before the Assignee Due Date.”
To add these fields to a form step:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Forms link in the Company Administration column.
The Manage Forms page opens.
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Click
next to the form type whose layout you want to edit. The layouts associated with the form type appear as child items.
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Click Build Layout link in the Actions column for the layout you want to add the fields to.
The Layout Builder opens in a window.
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Open the Available Fields > Workflow > Workflow Step (All) folder in the Fields menu.
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Scroll to the bottom of the Workflow Step (All) folder.
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Click and drag the WF Approver Due Date from the Fields menu to the layout.
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Drop the field on a
icon in the layout.The field is added to the cell.
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Click and drag the WF Assignee Due Date from the Fields menu to the layout.
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Drop the field on a
icon in the layout.The field is added to the cell.
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Once you are satisfied with your layout, click Save Layout.
The window closes. Your changes are saved.
