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Process Management Framework - Time displacement form

Article published on the 16th of June, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Time displacement form step is used for choosing settings for how to time displace an entity about to be created.

Entity and list date and time fields can be time displaced to a fixed date, or be time displaced relative to the original entity.

A typical use case for time displacement is in a Case Management solution, where an organization works with frequently occurring copies of cases, e.g. financial statements, which must be worked out once every year, for example.

Instead of creating new cases for these purposes, a previous financial statement can simply be copied and time displaced by e.g. a year and various content e.g. from templates, can be copied over and reset.

Such a process might look something like the following:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Time displacement form step:

Step specific parameters

Parameter name Type Description
Business module String Use this field to select the business module of the entity to time displace.
Business module entity String Use this field to select the entity to time displace.
Primary field String Use this field to select the primary time displacement field. (date and time fields only)
Additional fields String Use this field to select additional time displacement fields. (date and time fields only)
Type String Use this field to select the type of time displacement. Options are:
  • Fixed
  • Relative
Displacement type lock Boolean Use this field to set the Type field read-only when the form is displayed to users.
Period String If Type is "Relative", use this field to select by what to time displace the entity. Optios are:
  • Days
  • Weeks
  • Months
  • Years
Period lock Boolean Use this field to set the "Period" field read-only when the form is displayed to users.
Interval Integer If Type is "Relative", use this field to select by how many of the "period" field to displace the entity by, e.g. 2 years.
Interval lock Boolean Use this field to set the "Interval" field read-only when the form is displayed to users.
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