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Due Date Fields

Gary
Updated

An overview of the Due Date Field and how it differs from the Date Picker Field

Overview of the Due Date Field

The Due Date Field is a special system-generated Field that can be used to trigger Jobs and can be updated automatically based on an SLA. There is only one Due Date Field per Workflow in Risk Cloud. 

The Due Date Field will automatically display special formatting of due dates in the Work Queue and Reports:

  • If a due date is within 7 days of today's date, a yellow triangle with an exclamation point will appear next to that record.
  • If a due date has passed and the item hasn't been completed yet or if a record was completed after the due date, a red circle with an exclamation point will appear for that record.

Note that:

  • The record page due date will utilize the time zone of the browsing device's set location.
  • The email due date will utilize the time zone set in User Preferences. 

For example, if the user set their timezone preferences to EST and is viewing the record page on a device that automatically sets the timezone based on location and they are in EST, then it will match, but if the user is viewing the record page on a device while in CST, they will not match.

Screen_Shot_2021-08-30_at_1.04.29_PM.png

Due Date vs Date Picker fields

You can create and add multiple Date Picker Fields to a Workflow, but you cannot create additional Due Dates Fields. (Remember, there can only be one Due Date Field per Workflow!) 

The Due Date Field is created by default when you create a new Workflow. When you first create a Workflow, you'll see the Due Date Field automatically listed on the left-hand side of the page under the "Workflow Fields" section. You can edit the settings of the Due Date Field, but you won't be able to delete it.

You can tell the difference between a Due Date Field and a Date Picker Field by the icon associated with it:

  • Due Date Fields have a clock icon associated with them.

  • Date Picker Fields have a calendar icon associated with them.

Due_Date.png

Date_Picker.png

Another important difference between the Due Date and Date Picker Fields is that the Due Date Field requires the end user to specify a time in addition to selecting a date. This is so Jobs based on a Due Date Field know when to fire. Due Date Jobs can be drilled down to the hourly level, thus requiring the user to specify a time of day. Date Picker Fields, however, do not have this same restriction. Within Date Picker Fields, you are able to specify whether or not the time of day needs to be entered. 

The image below shows a Due Date Field with label Select the date by which the record must be completed.

Screen_Shot_2021-07-02_at_8.21.18_AM.png  

The image below shows what the end user will see when entering information into a form that has a Due Date Field with the above configuration.

Screen_Shot_2021-07-02_at_8.19.32_AM.png

Additional Date Picker Field features

With the Date Picker Field, you have some additional features that allows you to control the date format and date range that end users can select.

Input Options: Date Picker fields can either be date-only or also include a time picker.
Date Validations: You can select 1 of the 3 options to restrict end users from entering either past or future dates.

Date_Picker_Field.png

Using SLAs to Automatically Set Due Dates for a Step
Creating Due Date Jobs
Updating a Date Field Based on a Workflow Event

 

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