Request Scheduling: Auto Schedule on Workflow Template

A new request of the same type cannot be called from within the same request.  For Example, customer needs to schedule a request to occur at a set interval, but cannot use scheduling because interval is based on the request's completion date. (Scheduling uses a fixed date) 

This can’t be handled on the template with a linked “create Request” task because currently you cannot call the same request template as the template you are in. 

A possible solution is:

1.  Create another date calc field and corresponding fields to specify the interval for repeat and the number of times it should repeat (the same way you set up auto pay at your bank) or

2. Allow the create request task to call the same workflow template you are currently in.  Delay tasks and CB can handle the remaining functionality needed

  • Andria Bradac
  • Jul 14 2017
  • Reviewed by Alemba Product Manager
  • Attach files