How to Set Up an Activity to Only Occur at Some Point in the Future?

Applies To

Objective

To set up activity in the process template to only occur at some point in the future such as 1 or 2 months later.

Summary

This can be done using the Delay activity in AgilePoint Envision. See below for details.

Resolution

AgilePoint provides such capability which is highly configurable in AgilePoint Envision and without the needs of any coding. One way to accomplish this is the use of the Delay Activity.

For example in the following screen shot, a Delay activity is added between the Submit and Review activities. You can then configure the Delay activity in Envision to specify either a 'Time Period' or a 'Designated Date'. When a 'Time Period' is specified such as 10 Business days, the Review activity won't start until 10 business days after the completion of the Submit activity.

You can also specify a designated date that the Review activity will become active. To use the 'Designated date', a variable (custom attribute) must be used such as: $VariableForDesignatedDate. The value of this variable (custom attribute) must be set in previous step such as a UI field in the Submit page.