Configure Due Dates for RFIs
2 minutes
16 hours ago
The RFIs activity center supports configurable due dates, allowing you to define default due dates that are automatically assigned when an RFI is created or forwarded for review.
In the RFIs activity center, open Settings and select the Dates tab. You will see one section:
- Automatically assigned dates
Step 2: Configure Due Dates
Under Automatically assigned dates, select the type of days to apply across all date rules:
- Calendar: Due dates are calculated using calendar days.
- Business: Due dates are calculated using business days.
Then configure the following:
- Due date: Set the number of days between the creation of an RFI and its due date.
Outcome: When a due date is configured, the Due date field in the Log RFI modal is calculated with the configured number of days from the creation date. - Urgent due date: Set the number of days between the creation of an RFI marked as urgent and its due date.
Outcome: When the Urgent checkbox is selected in the Log RFI modal, the Due date field updates to reflect the configured urgent due date instead. - Review due date: Set the number of days between the forwarding of an RFI for review and its due date.
Outcome: When a review due date is configured, the Due date field in the Forward for review modal is pre-populated based on the forwarding date and the configured number of days.
Select Save.
You can still manually override the pre-populated dates when logging a new RFI or forwarding a RFI for review.