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Set Custom/Past Date while Completing an Action

Summary

While completing an Action, the pop-up window doesn't usually have the option to give a 'Completed Date'. It just contains a Mandatory comment box and a 'Save' option. 

If you wish to input a date of your own while completing an Action, you can follow the below steps.

Description

When we click the 'Complete' option for an Action, we will usually see the pop-up box as below

clipboard_ef9bef33d37096fee8a1e15ea537917c6.png

This will take the Machine date as the 'Completed date' of that Action by default.

In order to get the option to select a desired 'Complete date' while completing an Action, please perform the below steps:

First Step

> Go to 'Admin' module and Click 'Action Management Process'

clipboard_e8adc97159a3a06d4ec1fccebf882cb9e.png

 

Second Step

 Click 'Default' or the Company name option and then click 'Complete' step

clipboard_e085d23a793e0656986ac189918009f12.png

Third Step

Under 'Operations available on this transition', select the option 'Set Custom Date' for 'Edit Completed Date and User'
clipboard_e6bedb494e4a83a9f2137345840c8be67.png

Once this is done, you will be able to see the option to select a Complete Date after you click the 'Complete' option in an Action(as seen below)

clipboard_ebb748bb5bcee21c44b8917cdd095a895.png