Automatically Record the Validation Date Using the AI Assistant
You have a workflow with multiple steps and want to automatically track specific actions, such as the date a validation was performed?
Good news: you don’t have to configure it alone.
“I want to automatically record the validation date when the manager approves.”
That’s exactly the kind of request you can make to ROK’s built-in AI Assistant.
What the AI Assistant Does in This Case
When you ask this kind of question, the AI Assistant will guide you to:
- Create a custom property of type
Date - Link it to a user action (such as a task validation)
- Assign it an automatic value: the current date when the action is performed
- Provide you with a ready-to-use formula, or even better: guide you to apply it directly in the interface
Example Use Case
You have a workflow with these steps:
- Employee request
- Manager validation
- HR follow-up
You want the date_validation_manager property to be automatically filled when the manager approves.
You tell the AI:
“Add a property that records the validation date by the manager.”
The assistant guides you to:
- create that property (type: Date)
- associate it with the validation task
- apply the system value
{{NOW}}when the action is triggered
Why It’s Useful
- You track key actions in your application
- You save time on manual configuration
- You can display this date in user views, exports, or reporting dashboards
More Ideas for Automated Properties
- Rejection date
- Approver’s name
- Processing time (calculated)
- Progress status
