How to calculate the 30 days after the class start date – in a form? in a workflow?

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1.19K viewsApril 15, 2014Forms Office 365 SharePoint Workflows

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Robin Witcher20 April 15, 2014 0 Comments

I have a requirement to build a form that will route through several approval steps and will automatically terminate when 30 days after the 1st day of class has been reached. This form has been built in InfoPath and the workflow will be written with SharePoint Designer.

I am trying to determine the best way to calculate the 30 days after the class start date – in the form? in the workflow? as a calculated column in a list that could be used as a data connection for the form?

I currently have two SharePoint lists that have pieces of the data I need (Semesters and Part of Term)

I need the start date for each Semester/Part of Term combination (there are 3 semesters each academic year, numbered 201412, 201414, 201416), for each Semester there are 14 possible Parts-of-Term (Full Term, 1st 5 weeks, 1st 7.5 weeks, 1st 10 weeks, etc.)

We work with 5 local high schools to offer dual-enrolled courses according to the base high school’s calendar (meaning that their start dates are different from the “standard calendar”).

What this means is there are theoretically, 14+ start dates for a course in any given semester.

I need to be able to pull into a form/workflow is the the start date for the given course + 30 days. So that I know when to terminate the workflow.

I am open to suggestion on this and would greatly appreciate any input.

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score 0 · Answer 1 · 2014-04-15T20:09:00+00:00

Robin,

I am assuming your main question is where exactly is it best recommended to do this calculation of +30 days and not necessarily how to pull the data into your form/workflow..

Considering the purpose of that new calculated date is only for internal workflow purposes (which is to terminate the workflow), there isn’t much benefit in making it part of the list itself as a calculated column or even part of the form. My first choice approach would be to keep it part of the workflow itself (maybe as a variable). If you think there is a future need for this date value, maybe for auditing / filtering / reporting, then you may consider keeping as “data” part of the list.

Does that answer your question? Let me know.

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How to calculate the 30 days after the class start date – in a form? in a workflow?

4 Answers

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