We use the pre-approval function for finance and credit in COTI. Therefore, we mark a task when docs are sent or returned or deal is approved, approved with conditions. Currently, there are key date fields in COTI for Docs Out, Docs Returned which must be manually filled by the user. These should be automatically filled based on the task completion or the approval i.e date/time.
Mike Love
may have been in preview. John Fennell had it in test at some point but.
Just tested it in our Certification environment. Doesn't work. Gotta love it.....
Great...thanks. I'll check it out and see how it works in our cert.
yes. this was something we asked for and we saw working in the certification or preview environment. but have not seen it pushed in to production
I am not familiar with this enhancement. So, you're saying if the finance user sets the task Docs Out to complete, it will set the Docs Out date field in the key date fields automatically?