AlisQI Ideas

Workflow Trigger on Dynamic or Calculated Date
form builder
envisioned January 24, 2024
We are starting to find more use cases for triggering workflows on dates. Reminders and escalations are the main use-cases. However, currently we can only select a date from a date field that is in the analysis set/record. It would be very helpful if we could set a calculation or some sort of dynamic condition in the workflow without having to create the corresponding field in the record. For example, for some action items we would like a reminder to be sent out 14 days before the planned evaluation date and an escalated reminder 7 days before. To achieve this currently we would have to create 2 more date fields on the action item form to calculate these dates. If we wanted this to work differently for other types of actions we would potentially have to create additional date fields which all add clutter to the form.
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