Overall Workflow Settings
The following describes the settings for the overall workflow. Select the top option in the left navigation pane to access these settings. Click the scroll bar on the right to scroll down the window and view all fields.
- Enable Workflow Duration: When Yes is selected, records created with this instance will be marked as late when the defined amount of time passes.
- Workflow Duration: You can optionally set the duration of the workflow.
- Override Workflow Due Date: User can override the due date for the workflow. Be sure to select Yes for this option if you are using Scope Management and have selected Enforce Activity Finish Date for the Record Due Date for the activity business process. For more information, see Setting Up Scope Management for Activities.
- Project Phase (Project-level BPs only): Setup is valid only during the specified project phase. This is not applicable for company-level BPs.
- Notify users or groups on workflow completion: Selected users or groups will be notified after the workflow is complete.
Behavior of the Due Date (due_date) Field
In the Workflow Settings field in the Workflow Setup of a BP, if the Override Workflow Due Date field is set as Yes, you can edit the due date in the creation step. If the Override Workflow Due Date field is set as No, you cannot edit the due date in the creation step. Also, you cannot edit the Due Date if the work has started or the work has moved to the next step (is in-flight) in the workflow process.
When you create workflow BP records through file imports (CSV or Microsoft Excel), the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input file is ignored. Also, when you update workflow BP records through file imports (CSV or Microsoft Excel), the system uses the Due Date that was based on the Workflow Settings and ignores the Due Date provided in the input file.
Last Published Friday, June 6, 2025