Offboarding Workflow and waiting for future date

I have built an off boarding workflow that works great except for one issue.  There is no delay for the actual day the user needs to be off boarded. 

Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out the form, and begins the automation/workflow.  The result is that all the teams will get a task to do work except the work shouldn't be started until after the person is gone. 

I have experimented with due dates and other date related fields on forms, however, I am having an issue getting the workflow to properly trigger from a date.  If the date is not today, yesterday, last week,  or least year, I cannot figure out how to make the program wait for that specific date.  Ideally, there would be a way to wait for the specified date + 1 day since most people say the last work day is actually a work day for that person.  Any suggestions or ideas would be most appreciated! 

Tags workflow
Asked by Troy Timmerman on Thu 11/10/22 4:44 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Fri 11/11/22 8:52 AM

Hello Troy,

You can build a loop into your workflow that has a condition step, a timer step, and a web service step so it continues to wait until it has reached a date that is past when the departure date is for that employee. Your loop would look like so:

  1. Condition step to check is "departure date field's value" less than the current date minus 0 days
  2. Timer step to wait for either 1 or 2 days, depending on what you're comfortable with
  3. Web service step which is configured to GET the current ticket. It doesn't need to do anything else, and it doesn't really need to succeed either, it just is there to convince the workflow system that this isn't an automated loop.

This cycle would continue until the Condition step detects that your date field value is less than the current date, then it breaks out and goes on to the tasks that are needed for removing their access or whatever is the goal.

Let me know if that will help.

2 of 2 users found this helpful.
I built in the web service and I no longer get the "loop" error. Tested the workflow and everything is great! Thanks for the help!. - Troy Timmerman Tue 11/15/22 5:30 PM