Received Date

Use the Received Date dialog box to specify the criteria for comparing the account received date against a number of days relative to the current date. If the condition evaluates as true, the account moves to the true (green) endpoint; otherwise, it moves to the false (red) endpoint.

To modify a Received Date activity

1. Create or open a workflow with a Received Date activity. For more information, see Create a Workflow or Modify a Workflow.

2. On the workflow tab, double-click the Received Date activity. The Received Date dialog box appears.

3. In the Value is list box, click the comparison.

4. Leave the Relative check box selected.

5. In the value box, type or use the arrows to specify the number of days in relation to the current date to compare to the received date.

6. In the time period list box, click days, months, or years.

7. In the past or future list box, click ago to compare to a past date or from today to compare to a future date.

8. Click Okay. WorkFlow Designer updates the Received Date activity in the workflow.

Related Topics

Simple Condition Activities