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A
A_EN
Level 4
February 6, 2023
Solved

Auto close status request

  • February 6, 2023
  • 3 replies
  • 1029 views

Do we have settings or an option in Workfront that a request in the request queue will be closed once it reaches a specified number of days?

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    Best answer by Madalyn_Destafney

    Do you convert your requests to projects/tasks? When doing so, there is a setting to Task/Request preferences in Setup to have the status of the request tie to the status of the converted task. Once the task the request is converted to is completed, the original request is also completed automatically. Where I'm referencing in Setup:

     

    3 replies

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    February 6, 2023

    Hi,

     

    There is no native functionality in Workfront that will auto-close a request after a specific timeframe. You would need to use Workfront Fusion to achieve this.

     

    Best Regards,

    Rich. 

      Rafal_Bainie
      Community Advisor
      Rafal_BainieCommunity Advisor
      Community Advisor
      February 7, 2023

      While there is no native functionality to close task after specified number of days, there is a way to mimic that behaviour. At least theoretically, I haven't tried it:

      1. assumption - request needs to be paired with resolving task

      2. assumption - tracking mode on task is set to auto complete

       

      Now you can use field Planned completion date as "close the request on:", alternatively the moment user marks task as completed will close both task and a request.

        Madalyn_Destafney
        Community Advisor
        Madalyn_DestafneyCommunity AdvisorAccepted solution
        Community Advisor
        February 7, 2023

        Do you convert your requests to projects/tasks? When doing so, there is a setting to Task/Request preferences in Setup to have the status of the request tie to the status of the converted task. Once the task the request is converted to is completed, the original request is also completed automatically. Where I'm referencing in Setup:

         

        If this helped you, please mark correct to help others : )
          A
          A_ENAuthor
          Level 4
          February 8, 2023

          We have other groups that are doing this, but for this group that I will be trying to setup, they requested that their request not be converted to a task and always remain as a request.

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