I have a workflow which collects several dates from a Docuware Form and includes them on an email sent on Outlook. The date on the email ignores the 0s and is displayed in an American format. It is displayed as month/day/year. I have made sure the date settings in my Docuware's Profile and Settings is set to the UK format and the index entries in the file cabinet are showing the correct format. The Assign Data activity within the workflow seems to be collecting and storing the dates correctly in the respective variables. It just seems to be the email which is displaying the date incorrectly, which may cause some confusion.
What I'm trying to do is create a system which notifies a user every 30 days when a contract is within 90 days of expiry until the task is completed or the contract expires. I've tried using the task reminder function but it only provides a reminder once. I think it would be possible to give a notification if it was triggered by a status value which would be changed by an Autoindex, but I would require 3 of these for the system to work fully. I'm hoping there is a more concise way of achieving this, perhaps with a condition in a workflow
To put it simply, I've never worked on a workflow using merge forms. I've set the start condition to merge forms but nothing is appearing in the drop down lists. Does anybody have some documentation links they can share or some tips?
What I want to do is use a Condition in a Workflow as an IF statement which checks some GV strings which contain either "Yes" or "No". If the string contains "Yes" then it will be added to an email which will be sent after the Condition task is completed. Does anyone know how to have a Condition check a string for a specified value?
I'm trying to assign a second task to a user upon completion of the first task using the Assign To tab within the task. The user is assigned the second task via a Workflow field which I've called "Employee Name" and the data type is set to "User of a Group" with a predefined entry from the index entry of the document which starts off the workflow. The document is a form and I've double checked that the Employee Name field in the form is connected to the Filing Cabinet via the Indexing tab. In the Workflow Manager I am getting an error which says "Invalid source in assignment 1" "Invalid source in assignment 2" etc all the way up to five.
In the Workflow Designer, I have a Task with the dialogs "Document Type" and "Sales Person", these might as well be placebos for now. The user the task is assigned to can fill in these fields on Docuware. So far I have them saved to a GV. I want to know if there is a way to map the information on the task (or the GVs) and have it mapped to another form, which will then be published and kick off another workflow?