Due Date

The ClosedDue Date property box allows you to define a due date for this step in your business process. This information will be shown in the Business Process Details in the Laserfiche client applications and is used for reporting and notification purposes only. Setting a due date will not affect the progress of the business process. Learn how to configure a deadline.

ClosedSee how to search for entries that are involved in an overdue business process step.

Tip: In the Laserfiche Client and Web Access, you can search for entries associated with business processes. To search for entries whose business process has stopped at an overdue step, you can edit the business process's status to reflect that it is overdue. First, put an Escalation activity inside the Business Process Step activity and configure it so its escalation time uses the Business Process Step activity's Due Date token: %(BusinessProcessStep_Due Date).  Then, drag the Update Business Process activity from the toolbox and drop it inside the escalation branch. Configure the Update Business Process activity so that it updates the status of the business process to include "Overdue."
How does it work? If the Business Process Step activity reaches its due date, the escalation branch will run and the Update Business Process activity will set the status of the business process to "Overdue." You can then search by status in the Laserfiche client application's search to locate overdue entries.

To configure the Due Date

  1. Add the Business Process Step or Update Step Due Date activity to your business process definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. In the Due Date properties box, in the Properties Pane, select Specify a reporting due date for this step. The following options will become available:
    • Due in: Select the number of days, hours, and/or minutes before the step will be due. Click the token button (right arrow) to use tokens. To exclude weekends and holidays, select Exclude weekends and holidays.

      • Note: Configure custom weekends and holidays in the Holidays and Weekends node of the Workflow Administration Console.

    • Due by: Define a date and/or time that the step must be completed by. Type a due date in the field, or click the token button (right arrow) to use tokens.

      • Note: If you do not input a time, the due date will default to 12:00:00 AM of the specified day.

      Tip: If you update a due date (in the Update Due Date activity) and only specify a new time, the original date will be retained.