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Roll forward or copy processes - update due dates

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Demo aanvragen

Hi,

When we build processes we use the due date functionality within tasks. Some of the processes also use the One after another functionality.

The question is twofold - if we experience a delay and want to give downstream preparers extra time, is there a functionality that updates the dates in downstream tasks if the date in an upstream task is changed?

When we roll forward the process, is there a way to automatically update all dates based on a starting point? We mostly have the same number of working days for the tasks.

 

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  • Officiële opmerking
    Isabel Messore

    Update: If you're using Workiva’s Integrated Workflow Management (IWM) solution, you can leverage Calendars to track task deadlines, manage process events, and visualize schedules in one place. (Note: Workiva Calendars are currently available in select Financial Reporting and Financial Services solutions).

     

  • Isabel Messore

    Hi Kristian Gauperaa,

    Currently there is no "auto-update" for due dates in actions. If a user were to roll-forward (copy) their Process, there is an option to bulk update the "Due Date or Approval Due Dates" fields. Here is the support article walking through this!

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