Dashboard in Workflow. How to control when a workflow profile step is shown
Hi,
I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form.
I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter?
I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.
I do not believe it is possible to control this True/False based on WF time (hiding in quarter months and only showing in non-quarter-end months). You could consider using one WF profile and then a dynamic dashboard that shows one dashboard on months and a different dashboard on quarters based on WF time. Or you could consider setting these workflows to optional and then run a BR that marks the quarter ones as complete and lock them on non-quarter months and vice versa. In that way the quarter WF profile could be locked on regular months before users beging their processes.
