Configuring deadlines

Updated 2 months ago by Nandini

In Kissflow, you can set default deadlines on how long a user can take to complete a task.

Deadlines

Deadlines can be created for each step in a workflow. By default, a step does not have a deadline. To set up a default deadline, click Change on the step you want and then click + Add Deadline

Under Allotted time, enter the default deadline duration and then select either hours, minutes, or days. 

You can also set the default deadline based on a formula by clicking fx. You can use data from the form to create the deadline, such as If(Destination_Place=”US”,24,48). In this example, Destination Place is a field ID. If the user selects US, then the deadline is 24 hours. If a different selection is made, it is 48 hours. In formulas, the units are always in hours.

You can also use a Date or Date and Time as a part of the formula. 

To go back to setting the regular deadline, click the Calendar button ().

 

Alerts 

By default, the assignee will get a notification and email as soon as the deadline is crossed. You can add additional alerts if you want. Alerts can be sent to any user. 

There are two types of alerts: notifications and escalations. Notifications are reminder emails that an action needs to be taken. Escalations inform others that the step assignee has not taken action. 

Start by clicking +Add Alert.

  1. Choose the Alert type. 
  2. Select whom should receive the alert. This can also be configured with a formula.
  3. Select the time period (between 30 minutes and 1 month).
  4. Select if you want the alert to go out before or after the deadline.

Rule-based deadlines

Sometimes you want to override the default deadline. For example, if you normally give a manager 48 hours to approve a travel request, but the travel date is tomorrow, you need a faster approval. 

For these cases, you can create a rule-based deadline. To set it up, click +Rule Based Deadline

Choose a Field, Operator, Type, and map a value or a field based on the type. You can also add conditions to limit the values shown.

In our example, you can create a condition so that if the Requested Date is less than or equal to the Departure Date, the deadline changes to 1 day.


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