Date based state change

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This plugin add a new action named Check date plugin to the workflow. This action lets you perform a state change depending on the current server date. For example, you could check whether a due date is less than a week away. If so, you could move the form record to an escalation state. This plugin is subject to additional charge.

Configuration

Go to the workflow processing configuration and add a new action to a state. The following options are available:

Target state (expired)

The target state when due due date is close at hand.

Target state (not expired)

The target state when due due date is not close at hand.

Expiration time (days)

The number of days before the due date when the due date is considered to be close at hand.

Due date

The date at which the form record is due.

Due date format

The date format of the due date, such as dd.MM.yyyy for the German date format or MM/dd/yyyy for an English-like date format.

This action moves the form record to the state as entered in target state (expired) or target state (not expired), depending on the current date. To be precise, let t be the current server time, t0 the due date and Δt the configured expiration time. Then:

• The form record is moved to the target state (expired) when the condition t >= t0 - Δt holds true.
• The form record is moved to the target state (not expired) when the condition t < t0 - Δt holds true.

Changelog

1.1.1

• Check whether any due date was entered at all. If not, not state change is performed.
• Reload the list of available states when this action is selected. This makes sure that newly created states are available in the select list.

1.1.0

• Modifications for Xima® Formcycle version 6.x.x.

1.0.0

• Initial release