Configuring the 'Response Required By' Option for Communications

This article is a guide to configuring response timescales for FastDraft communications. 

This guide contains the following:

• Introduction
• How to Enable

Introduction

Workflows can be configured with or without replies enabled, and with or without email notifications enabled, and so can be used purely as a notes function if desired. 

It’s now possible to configure ‘ASKED_ON_COMMUNICATION_FORM’ as the default response timescale option on any process form type in the Notifications, Instructions and Submissions groups. 

Once configured that way, a date selector will appear on the process form and the selected date will become the reply required date.

It is already possible to configure a custom reply period for any individual dropdown option so, where appropriate, the existing capability can be used in conjunction with this new feature to create a form that has a combination of pre-configured response timescales as well as user selected reply dates, dynamically adjusted according to the communication type selected. 

Where a custom reply timescale is configured for a particular dropdown selection and that option is selected, the date selector will be hidden and the reply required date will be calculated as notified date plus the configured number of days. 

How to Enable

1. Using the left-hand navigation panel, select Contract Template.

2. Under the 'Workflows' tab, select the communication type you want to amend.

3. Within the communication selected, select the 'Workflows' tab, then select the specific communication type (e.g. PM To Supplier Notifications).

4. Within the workflow editor, toggle on (if not, already) Reply Enabled, and then, from the dropdown next to Reply Period Options, select ASKED_ON_COMMUNICATION_FORM

5. Select Update Workflow...

... then Update Workflow Group...

... then Save Changes.