Workflow and Custom Fields Builder (dates) in HRM

Home Forums General Workflow and Custom Fields Builder (dates) in HRM

Viewing 1 reply thread
  • Author
    Posts
    • #18225
      safehouse
      Participant

      Hi,

      I am able to add a Custom Field (say, expiry dates) to an Employee’s profile. I would also like to have a Workflow where a trigger (send email to an assigned contact) will happen when the Expiry Date is near or happened (like the Birthday trigger) but currently the Custom Field Builder add-on only recognises existing fields in HRM.

      Could you advice how I could customise the Workflow add-on for an additional trigger on a Date field like Birthday trigger does? We have many licenses on each employee that expires frequently and we’d like to be notified when they expire (or close to).

      Thanks!

    • #18294
      Shawon Chowdhury
      Moderator

      @safehouse,

      To achieve this custom feature, you will need to customize Workflow extension actually.
      Follow the current triggers and see how they work.

      Thanks 🙂

Viewing 1 reply thread
  • The forum ‘General’ is closed to new topics and replies.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)