Calculation of a task from a date
Hi,
I would like to create a workflow which will create a taks when my calculation zone will be equal to "30 days" before the end of a contrat (date field).
Can you help me please ?
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Workflows can be triggered at item creation or item update. So these are the moments when you can have something happen. You can create a workflow that creates a task with a due date 30 days before the end of the contract without using calculations, but sadly the task can only be created at item creation or item update, not when some item field matches some preset value.
I guess you would like the action (=task creation) happen only at the 30 day mark. I wish one could use for instance a calculation result change for triggering a workflow, but it does not seem to be possible. So to do this you either need to use the API or some extension like GlobiFlow which then uses the API for you. I just wrote an API script that does exactly this, but I think there is a better way to notify the user than creating a task - creating a comment on the item.
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Hi Florent,
This is not something that can be done through the front end, but I do these types of integrations using the API. Let me know if you'd like to connect sometime and we can go over what your needs are and see if I could help.
My email is aaron_biehl@hotmail.com
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