Business Process Dates and Calendars
The system supports multiple calendars, enabling the Administrator to create a library of calendars that can be selected for use at the Company or project/shell levels. The multiple calendars enable you to have calendars to support varying work schedules (depending on locality) and to account for holidays and other non-working days. For example, some countries in the Middle East have weekends that are other than Saturday and Sunday.
Calendars affect the calculation of both business process workflow due dates and task due dates, and formula calculations. When the calendar changes for the Company, or for the project/shell, any subsequent computation of dates will use the new or changed calendar. Dates are not affected for records that are in process. The Date Picker and the Date Only Picker will show the changed calendar.
Editing the Due Date (due_date) Field
In the Workflow Settings field in the Workflow Setup of a BP, if the option Override Workflow Due Date field set as Yes, then you can edit the due date in the creation step.
In the Workflow Settings field in the Workflow Setup of a BP, if the option Override Workflow Due Date field set as No, then you cannot edit the due date in the creation step.
Also, you cannot edit the due date if:
- The work has started.
- The work has moved to the next step (is in-flight) in the workflow process.
See Also
Working with Quick Calendar Entry
Auto-Populating Fields in a BP Record
Reverse Auto-Populating (RAP) Fields in a BP Record
Viewing Messages or Cc'd Tasks
Accessing a BP Record from an External System
Business Processes in Company Logs and Logs Nodes
Creating a Business Process (BP) Record
Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
Working with Permissions (Non-Workflow BPs)
Filling Out a Business Process Form
Saving a Draft of a Workflow Business Process
Accessing Custom Business Process Help PDF File
Adding and Managing Line Items
Restricting Line Items by Using Copy with Conditions Option
Adding and Managing Line Items Using the Grid View Feature
Working with File Attachments and Markups
About Linking Business Process Records to other Business Process Records
Attaching External Emails from the Project or Shell Mailbox to a Record
Sending Attachments for E-Signature
Adding or Viewing a Map (Geocoding)
Adding or Updating a Hyperlink
About Email Notifications for Business Processes
Managing Business Process Records
Printing and Distributing BP Forms
Auto-Populating BP Data Picker on BP Auto-Creation
Updates on Document Attributes for Business Processes
Last Published Monday, August 28, 2023