Use cases
See how you can use workflows and workflow solutions to respond to specific business scenarios.
Check if a date is in the future
Use the compare quick action to compare the dates, and add the dates in the formula field.
To compare the dates, you need to format them into UNIX timestamps. To do that, select the cog wheel next to the date and enter %s in the Custom format field.
If you want to skip data references and enter a date yourself, use this converter (external page) to create a UNIX timestamp that you'll enter into the Formula field in Next Matter.
For example, comparing this date 01/07/2024 will look like this after the date has been converted:
Assuming the instance start time is in November 2024, we're getting the correct False step result.
Match and extract values from an Excel file
Delete customer data in instances after set time
Some customers must delete customer or other sensitive data after a set amount of time (for example 30 days). You can easily meet this compliance expectation by adding a non-blocking step at the workflow's start and having it start 30 days after the instance starting time.
This solution will automatically delete the instance together with all the media or files it might contain at the set time.
The instance will be deleted at the set time even if the instance hasn't been completed.
Updated about 1 month ago