workflow with different tasks from month to month

Question

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below&nbsp;ExampleJAN:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL&nbsp;&nbsp;&nbsp; ValidationFEB:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL&nbsp;&nbsp;&nbsp; ValidationMAR:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)&nbsp;&nbsp;&nbsp; Validation&nbsp;&nbsp;&nbsp; CertificationAPR:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL&nbsp;&nbsp;&nbsp; ValidationMAY:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL&nbsp;&nbsp;&nbsp; ValidationJUN:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)&nbsp;&nbsp;&nbsp; Validation&nbsp;&nbsp;&nbsp; CertificationJUL:&nbsp;&nbsp;&nbsp; Forms: &nbsp;&nbsp; Balance Sheet, PL&nbsp;&nbsp;&nbsp; Validation.....etc ...&nbsp;I was thinking to create a special purpose scenario with a special scenario type. But before going with this customization I would like to be sure if I can achieve the same result using standard workflow features.&nbsp;This is a quite common request from all customers involved in a statutory consolidation process. So maybe there is already a validated procedure or workaround.&nbsp;Thanks in advance,Marcello&nbsp;

EricOsmanski · Accepted Answer

On the Form Template you can specify time periods in which the Form is required.&nbsp;

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workflow with different tasks from month to month

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