Set a Date Based on Another Date

Date fields can be automatically set with a value relative to another date.

Perhaps you want to set up a roadmap based on an event like an approval. Or, the example below shows a grace period date being set based on a service contract expiration date.

To set a date field based on another date:

1. Login as Admin and click on the Admin icon.
2. Click on the Workflows link.
3. Locate the States section and click on the Manage link to the right.
4. Click on the state that contains the transition you wish to modify and click on the Transitions button.
5. Click on the Task Fields button next to the transition.
6. In the right column, locate the desired date field, click on it and click on the Add button.
7. Set the Input Type, set Initialize to "Yes", then Set the Initial Value as desired.
8. Click Update to save the changes.