Workflow and Custom Fields Builder (dates) in HRM

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    • #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 🙂

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