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Node Due Time and Overdue Action

Introduce how to set node due time and overdue action.

Updated this week

What are Node Due Time and Overdue Action?

Node processing time limit includes Node Due Time and Overdue Action Settings.

a. Node Due Time

You can set a custom time or set the time of the Date&Time field in the form.

b. Overdue Action Settings

  • Auto-remind: remind a certain approver to handle a workflow at a certain time.

  • Auto-submit: automatically submit the workflow at a certain time.

  • Auto-return: automatically returns to the workflow after a certain time.


Prerequisite

This is an advanced feature that requires the standard or above plans. For details, see Pricing, or contact our Sales Team.


What Does It Look Like?

If you have set node processing time limits for a node, the system will show the remaining processing time of the node when the node is approved.


How to Set Node Due Time?

Step 1 Editing a Form

Click Edit to enter the editing page.

Step 2 Configuring Overdue Actions

Click Workflow, select the task node that needs to set the time limit, and then click Set Actions in Advanced.


How to Set Overdue Action?

Step 1 Setting Node Due Time

Set Node Due Time first, and then set the node automatic processing according to the node due time.

The function of Node Due Time supports two types:

  • Custom: set according to the time of arrival at the workflow node. The time precision supports minutes/hours/days. The upper limit is 30 days, and the lower limit is 1 minute.

  • Date&Time field in the form: select the time filled in the Date&Time field in the form, for example, the contract expiration time.

Note: When Noe Due Time is to set Date&Time field in the form, the maximum time for automatic processing will not exceed one year. If the trigger time is longer than one year, no time-limited processing will be performed.

Step 2 Choosing Automatic Processing Actions

The time-limited processing actions include Auto-remind, Auto-submit, and Auto-return.


When to Use Node Due Time and Overdue Action?

Workflows are often used in audit-type workflows. If a node is not processed or delayed for a long time, it will lead to an inefficient workflow. Then, setting a node time limit can circumvent the problem to a degree.

  • Auto-remind: remind relevant members to process timely and avoid omissions.

  • Auto-submit: some unimportant workflows, which do not require strict approval, are automatically submitted after the established time to avoid the workflow backlog.

  • Auto-return: some workflows that must be approved and cannot be automatically submitted, then can be automatically returned after a certain time, and the workflow reminder will be conducted by the member in charge of the previous workflow.


More to Know

1. For the same workflow node, only Auto-remind can be set more than once. Auto-submit and Auto-return cannot be set more than once and cannot be set at the same time.

2. A workflow node can set up to five limits for processing.

3. The length of automatic processing of a workflow node will not exceed one year. If the trigger time exceeds one year, no time-limited processing will be created.

4. When the Date&Time Field in the form is selected as the deadline, changing the time data in the form will not change the workflow processing time. The node time limit processing is always based on the deadline filled in when the form is submitted, and the modification of time data after submission is invalid.

5. A record can be auto-submitted at most 50 times.


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