Is there a way to have a Quarterly Worflow Steps in a monthly workflow scenario?
Is there a way to make a WF Step only show up quarterly? We want to create a form for the BS Flux but it should be completed at Day 10 vs all of our other forms need to be completed on Day 7 so we w...
One option is to just keep everything in the same Profile and accept that, quarterly, the step will not be completed for 3 extra days. In other periods the form doesn't show up and you can close it all earlier.
Another option is to create a Dashboard and assign it to a Workspace step in a separate profile. Quarterly, the dashboard shows the form; in other periods, it shows a single button saying "Nothing to do this month, click here to complete me", or even just auto-completes on opening (or via DataManagement task). This way, you keep everything in the workflow but you don't force multiple steps on users in the down-months. You will probably need a little bit of coding for this.
