Posted Fri, 10 Sep 2021 13:17:07 GMT by Doug Murphy Sales Solutions Analyst
I am trying to create a workflow that will notify a user when a document is about to expire. I have an index field named Term with values in a restricted drop down list (30, 60, 90 and 120 days). I have a date field that will be my starting point. When the current date = expire date + the term number is when i want the notification to trigger.

Example - Expire date = November 5 2021
                  Term = 60 
                  Result should be September 5 2021 to send the notification

Any help would be appreciated


 
Posted Fri, 10 Sep 2021 14:42:06 GMT by Simon H. Hellmann Toshiba TGIS GmbH | IT-Consultant - Document Management Solutions
Hi Doug, 

first, you need to calculate the date for the notification.
For this, you can use an arithmetic expression with DateAdd() and store the result in a DateTime variable. 
Next, you can create a time delay step which delays until the date from your variable is reached.
Keep in mind that time delay needs a date with time. When writing a date without time to a date variable, the time is automatically set to 12 pm UTC.
You might need to use a second DateAdd() to set the time to a different value.

Once the DateTime is reached, your task is triggered.

Hope this helps.

Greetings from Germany,
Simon H. Hellmann
DocuWare System Consultant
 

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