2 Replies Latest reply on Jan 20, 2012 10:35 AM by Steve Ostrovsky

    State Expiration

    Brian Luebke

      I am working on a workflow setup to control our Quoting Process and trying to figure a way that the state named "Quote Pending PO" could "expire after a certain time... any ideas?

       

      Right now the workflow is set up with 2 transitions coming out of the "Quote Pending PO" state. One of them being "PO Received", and the other being "Revise Quote". The hope would be to after a certain time frame (e.g 7 days) the workflow would automatically use the "Revise Quote" transition out of the "Quote Pending PO" state.

        • Re: State Expiration
          Brian Dalton

          AFAIK, this feature is not available in EPDM out of the box...  It would certainly be possible with some custom programming, though.  I would suggest you look up wlmservices.net

          • Re: State Expiration
            Steve Ostrovsky

            Not sure if you can set an expiration on a workflow state, but something related that might give you some ideas:

             

            A notification deadline can be configured by setting a folder deadline where the file related to that notification is located - RMB Folder > Properties

             

            Folder Deadline.JPG

             

            I have had a chance to dig into this and how to find the variables storing those dates, but I'm sure they're in the database somewhere and can be reported on at least. If they are true variables, then you should be able to call them up in the workflow and pass them through an automatic transition that checks for the time lapsed. It would be similar to a parallel voting workflow that checks for 2 out of 3 Yes votes to allow transition to pass it. If I can dig this all up, I'll repost with some ideas.