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Automatically start processes at a certain date

4

Opmerkingen

3 opmerkingen

  • Isabel Messore

    Hello Marja Nijpels and welcome to the Community! 

    While we don't currently have the ability to schedule a process to run, a few folks have requested this. I'm happy to add you to the associated ticket! Being added to the ticket will allow you to receive automatic updates on any potential progress made on this request! 
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  • Marja Nijpels

    Great, thank you!

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  • Nichole Bogues

    I'm piggy backing on Marja's original post.  I see where we now have the option to reopen the process once closed.  My issue is when I'm sending out the process quarterly and I reopen the Q1 process and duplicate the action tasks for Q2, it sends as soon as the first action task is created.  I need it to send out at a later date.  An option to start based on process start date would be wonderful.  Otherwise, the original process was created to flow one after the other and the duplicated action title will start once created.  I can't close the process and then reopen later because closing will send email notification to signees that it was cancelled.  If it was only a few that I had to update it wouldn't be that big of an issue but I have 50+.

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