The action date is a calculated field. Its purpose is to allow filtering on one field when you want to get the list of actions due, scheduled or to follow-up today, next week or overdue.

It is calculated as follow:

  • Do ASAP action: Start Date if before or equal to today, otherwise Due Date
  • Inactive action: the earliest date between Start Date and Due Date
  • Scheduled action: Scheduled Date
  • Delegated action: the earliest date between Follow-Up Date and Due Date

About ThinkingRock

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