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. Use 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: Use this option if you want to permit users to override the due date for the workflow. Choices include:
- Yes: Select this option if you want to permit users to edit the due date for the workflow in the Creation step, or 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. Also, a due date specified through any of the following methods will be used:
- File Imports (CSV or Microsoft Excel)
- Master Log Bulk Imports of a business process through the Template for Record Creation option from the Actions menu
- Input request of the following REST Services:
- Create BP Record (V1 and V2)
- Create BP Record with Attachment (V1 and V2)
- Bulk Create Workflow BPs (V2)
- No: Select this option to use the due date based on the Workflow Settings only. The due date cannot be edited if the work has started, or the work has moved to the next step (is in-flight) in the workflow process. Also, any due date provided through any input file or API requests will be ignored.
- Yes: Select this option if you want to permit users to edit the due date for the workflow in the Creation step, or 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. Also, a due date specified through any of the following methods will be used:
- 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.