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Ask for Fulfilment date during the Approval phase

Question asked by Lakshman Varadharajan on Dec 14, 2016
Latest reply on Jan 3, 2017 by Yeswanthraj Raja

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I have a requirement where i need to ask the approver to submit the fulfillment date and approve the request. And then by using the Delay node wait for the date to get effictive date and proceed to fulfillment workflow.

1. So Who i can add teh date option int he approval phase

2. How can i use the delay node to wait for the date to get effective. I see the Delay node has the option ofr 'Request Fulfillment Date' but not sure how to use it.

Any help is appreciated.

Yeswanthraj Raja

Jan 3, 2017 7:55 AM

Correct Answer

Hi Lakshman,

The fulfillment date can be set while submitting the request. The Due Date in the approval phase can be used to send remainders about the request.

Request fulfillment date in the delay node will resume the workflow on the request fulfillment date set while submitting the request. See below for more information about the delay node properties

Configure Delay Node Properties

A delay node suspends a workflow temporarily. Configuring delay node properties enables you to specify general properties and the date criteria that allows the workflow to resume transition to the next phase in the workflow.

Procedure

Select the node.
In Properties, configure the following settings:
- General — Lets you change the delay node’s default name and add a description.
- Evaluation Date — Lets you specify the date to resume the workflow. Options:
  - System Calculated Delay: Specify a time interval in clock time (7x24) or business hour time (based on the business hours calendar you select).
  - Request fulfillment Date: Select this option to resume the workflow on the request fulfillment date.
  - SQL Delay: Select this option to specify an SQL query that returns a date.
  - Java Delay: Select this option to specify a Java class method that returns a date.
Save your configuration settings.

Thank you

Yeshwanth

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Yeswanthraj Raja Jan 3, 2017 7:55 AM
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Correct Answer
Hi Lakshman,

The fulfillment date can be set while submitting the request. The Due Date in the approval phase can be used to send remainders about the request.
Request fulfillment date in the delay node will resume the workflow on the request fulfillment date set while submitting the request. See below for more information about the delay node properties
Configure Delay Node Properties
A delay node suspends a workflow temporarily. Configuring delay node properties enables you to specify general properties and the date criteria that allows the workflow to resume transition to the next phase in the workflow.
Procedure
1. Select the node.
2. In Properties, configure the following settings:
  General — Lets you change the delay node’s default name and add a description.
  Evaluation Date — Lets you specify the date to resume the workflow. Options:
  System Calculated Delay: Specify a time interval in clock time (7x24) or business hour time (based on the business hours calendar you select).
  Request fulfillment Date: Select this option to resume the workflow on the request fulfillment date.
  SQL Delay: Select this option to specify an SQL query that returns a date.
  Java Delay: Select this option to specify a Java class method that returns a date.
3. Save your configuration settings.
Thank you
Yeshwanth
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