Advanced Workflows

This section gives examples of advanced workflow actions within the Ivinex software.  

Offset a Date referencing another Date using an Integer from another field:

Step 1: Create the two date fields (data type = Date) and integer field that you want to use for your values.

Step 2: Designate the Origination Date and the date that is to be modified.

Step 3: Assign a default value to the integer field.  This will allow admins control over the date offset defaults, but it will allow users to set the value manually.

Step 4: Create a Workflow to trigger when a record is "Created or Updated."

Step 5: Set the appropriate filters.

Step 6: Create a new action with the following settings:

Action->Update existing record, Tab->Triggering Record

Step 7: Add a new action by selecting the name of the Date field that will be calculated.  Select Specific Date.

Step 8: Use this syntax format:  [Field: origination_date][D[Field: days_to_add]] *A capital D means add days.

Step 9: Save the Action and Workflow. Test to verify that the software is offsetting the date by the number of days in the Integer field.

Advanced Syntax

Linked Record:

If you want to target the ID of a linked record, use a pipe and a 0.  Otherwise, to target the text, use a pipe and a 1.

[Field:customer_link|0]  :: Grabs onto the ID of the record.

[Field:customer_link|1]  :: Grabs onto the text of the record.

Current Settings Variables:

• The following options are available for current session data: current_datetime, current_date, current_time, and current_user
• The proper field syntax for each is: [Field: %current_datetime%]

Standardized Date Expressions:

• Default Date Format: MMDDYYYY
• Alternative Date Formats: YYYY-MM-DD, MM/DD/YYYY
  • today date = Today
  • today time = Now
  • current week = Week
  • now plus time = Now+
  • today plus time = Today+
  • weeks ahead = Week+

Examples:

• today+ 2
  • Add 2 days to today’s date.
  • Now+ 09:07:03
• Add 9 hours, 7 minutes and 3 seconds to the current time.
  • Now+ [D 3] [H 9] [M 7]
• Add 3 days, 9 hours, and 7 minutes to the current time.

Adding or Subtracting date and time values:

• [Field: origination_date][D[Field: days_to_add]]
  • *If days_to_add = 30, this expression will offset the date by 30 days.
• [Field: origination_date][D -24]
  • **The above expression uses a negative number to offset the date by subtracting days.

The following representations are also possible with the same formatting:

• Week = [Field: origination_date][W -24]
• Minute = [Field: origination_date][M -24]
• Hour = [Field: origination_date][H 4]
• Combination = [Field: origination_date][D 1] [H 4]

For the above examples, the 24-hour format with leading zeros (00 to 23) or minutes with leading zeros are appropriate (00 to 59).

• Targeting a Module or field – shorthand syntax:
• Module = [T- module_name: F- field_name]
• Field = [F- field_name]

Special Case Uses:

• Call a stored template = [Template:]
• Call a survey file = [Survey:]
• Call a report template = [Report:]
• Create a table = [Table:]
• Define a date = [Date:]  | Please use PHP codes for date library like H:i:S
• Call a data field = [Field:]
• Insert custom code = [Custom:]
• Call user data = [User:]
• [Site:] *change items in settings.php