The Set key date done & Set key date missed toolbox items provide a simple method of marking a key date on a work item as completed/missed.
Common Uses
Key dates are used widely across ShareDo; for example, these will often mark the date that an action has been completed. For example, some communication has been submitted. As part of the workflow, we could use the Set key date done toolbox item to mark this key date as complete.
This could also be used with the Create key date toolbox item, which could update the date simultaneously to reflect what has happened.
Pre-requisites
- Work Item ID - To use either of these toolbox items, you will need to have captured the Key Date ID you wish to update.
- Step - To use this toolbox item, you need to have a step on your canvas into which to drag it.
Configuring Set key date done/missed
- Click on the toolbox tab of your workflow canvas.
- Select the Set key date done or Set key date missed option and drag it onto the step in which you wish to place it.
- Click on the Set key date done or Set key date item you have dragged onto the canvas to add the configuration.
- Enter the configuration for the toolbox item.
| Action Name | Give the action a name e.g. "Set Limitation Date done" |
| Parent Work Item | The ID of the Key Date of which you want to update. |
