|
Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Old due dates in copied processes that can't be removed or updated

Answered
Request Demo

We often copy old processes as the start of new processes. Until recently, there was a Process Date field you could populate (a process setting). I don't think that field exists any longer. However, when you copy an old process, the Due date from that old process carries forward (and it is always a date in the past), and I can't figure out how to update or remove it. It is distracting. Can you either just remove this field, hide this field going forward, do exclude it when old processes are copied? 

Thank you?!

0

Comments

1 comment

Date Votes
  • Official comment
    Isabel Messore

    Hi Julie Hilsher, 

    The "Process Date" field has been removed, and when you copy an old process, the action due dates from that process do carry forward. Unfortunately, there is currently no way to hide or exclude due dates when copying a process — this is not a configurable option.
     
    However, you can update those stale due dates in bulk before starting the process.
     
    How to Bulk Edit Due Dates (before the process is started):
    1. Open the copied process in the Process tab
    2. Select all the actions you want to update (check the boxes)
    3. Click the Edit actions dropdown
    4. Select Due date or Approval due
    5. Set your new due dates and click Save
     
    Pro tip: If you use Business Days configured in the process Calendar settings, updating the business day calendar after copying will automatically recalculate all action due dates — making the roll-forward much faster. See: Configure business days in a process

Please sign in to leave a comment.