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 let you 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.

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.

See Also

Business Processes

Workflow and Non-workflow BPs

Business Process Types

Business Process Step Editor

Working with Quick Calendar Entry

Business Process Forms

Completing a BP Record Form

Creation Step

Update Step

View Step

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

Viewing the Import Audit Log

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

Adding and Managing Comments

Working with Query-Based Tabs

Working with File Attachments and Markups

About Linking Business Process Records to other Business Process Records

Working with Linked Mail

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding or Updating a Hyperlink

Viewing Referencing Records

Participating in a Workflow

About Email Notifications for Business Processes

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Auto-Populating Record Due Date on BP Workflow Auto-Creation

Updates on Document Attributes for Business Processes



Last Published Friday, April 11, 2025