Move to next stage

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This topic contains 3 replies, has 2 voices, and was last updated by  Dennis @ PerfectForms 4 years, 7 months ago.

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  • #7059

    jhamiltondd2
    Participant

    How would we move an incident to the next stage after a certain number of days? We want it to autoapprove it the person in the stage doesn’t approve it after 3 days.

    #7062

    An instance cannot change stages without some interaction. You can send notifications after fixed periods of time. After 3 days send a notification to the next person in the workflow. When they open the form if your specific conditions have been met check the approved box.

    #7064

    jhamiltondd2
    Participant

    We have people opening the form without user accounts (via email) so we can’t add arguments based on the user. Is there a way to code a behavior condition in the stage that after 3 days it moves it to the next stage then notifys that person? Does the form check conditions of each stage daily/hourly or some time or does it sit there after the notifications waiting for a response?

    #7071

    If you send the email notifications to a role the instance will know which role the user occupies. In other words, you can add arguments based on the user.

    An instance cannot change stages without interaction., but you can send a notification after three days if the stage has not changed. If the stage has changed, the delayed notification will not send.

     

    No the form does not check conditions after it is submitted. It will only change stages with interaction.

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