The Create key date toolbox item allows you to create (or set) a Key Date at a given time in the workflow.
Common Uses
In its basic form, this toolbox item is commonly used for setting key dates against work items. It is commonly paired with the Date calculations toolbox item in order to achieve the desired outcome.
Pre-requisites
- Parent Work Item ID - To use the Create key date toolbox item, you will need to configure the parent work item ID.
- Step - You will need to have a step on your canvas into which to drag this toolbox item.
Configuring Create key date
- Click on the toolbox tab of your workflow canvas.
- Select the Create key date option and drag it onto the step in which you wish to place it.
- Click on the Create 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 descriptive name e.g. "Set Limitation Date" |
| Parent work item | Select the parent work item ID from the drop-down list. |
| Key date type | Choose the appropriate key date type. |
| Set complete | Select whether the Key Date should set to complete upon creation. |
| Due date | You have 2 options for setting the due date: Due on date - Select the desired variable from the drop-down list. This may have been output from a Date calculations toolbox item. Or due after how many days - Manually enter the due after days value. |
| Phase Outlets |
When the work type that will be created is selected the system will automatically add all of the available phases on the work type into the phase outlets section. When clicked 'Yes' the phase will appear on the workflow canvas as an outlet for the workflow. |
| Output |
The output gives you an option to store the work item ID of the item you have just created into a variable. This is often a good idea as after you have done the original creation you may want to perform some further activities on the new work item. |
Additional Guidance
The KeyDate block will error if you attempt to create a date that already exists, if not set to 'allow multiple', or set to Participant Role.