When setting up your workflow templates, you can specify the number of days or weeks from the date the workflow is initiated to when a step is due. For example, if your first step is due in 3 days, the due date will be set as 3 days after the workflow is first created. This can be done either by manually assigning or upon a setting a trigger (i.e. your supplier accepts invite and then adds a new location or product). If you would like to modify a due date for any step in a workflow that has already been initiated, you can do so on the workflow details page. This can be done with individual steps or with step groups.
You can also modify your workflow template so adjust due date logic based on the completion of a previous step. For instance, you can set step 2 to be due 1 week after step one has been completed:
Steps to reschedule due dates:
1. First, navigate to the workflows page in FoodLogiQ connect (found here). Select the workflow you would like to adjust the dates on.
2. Assign the workflow to a community. If you need help with that, see the article Assigning Workflows to Communities.
Upon selecting the workflow you want to work on, you will see the following page:
3. From here, click on any of the calendar icons to make the calendar appear:
4. Select the date you want that particular Workflow step to be completed. When you do, you will see the following popup:
You can choose to change the date on only the step you are working on, or you can choose to update all subsequent steps by the same increment by selecting the “subsequent steps” button. Suppliers will see these dates appear within their workflows. It is important to note that while these dates will change for your suppliers, they will not receive email notification regarding these changes.
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