You can specify a time limit for a participant to complete a step. The deadline indicates an amount of time relative to the time that the step was routed to the participant. Optionally, you can specify that the assigned participant receive a reminder of the pending deadline; the reminder is relative to the expiration time of the deadline. You can also define a submap that runs when the deadline or reminder expires.
If the participant does not complete the step within the specified time, an icon displays in front of the step name in the participant's inbox. If the participant selects email notification for deadlines and reminders, an email message is sent when these events occur. A tracker for this workflow can also select email notification for deadlines and reminders.
A workflow deadline is independent of step deadlines. If you are defining both a workflow deadline and deadlines on individual steps, check that the total deadline for all the steps is not greater than the workflow deadline. While there is no consequence of overlapping deadlines, the messages could be confusing.
To set a deadline, enter values for the Complete within section of the Deadline tab for an Activity step. This section has the following fields:
Radio buttons |
Specify the expiration time for the deadline in one of the following ways:
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Deadline Map |
Optional. Select a submap to run when the deadline expires. |
To set a reminder, enter values for the Send reminder before deadline section of the Deadline tab for an Activity step. This section has the following fields:
Radio buttons |
Specify the expiration time for the reminder in one of the following ways:
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Reminder Map |
Optional. Select a submap to run when the reminder expires. |