How do I create a task which recurs once every two years in CCH Axcess™ Workflow?

  • Article Type:
  • How To
  • Last Modified:
  • 11/05/2022

Objectives

Setup biannual recurring tasks. 

Environment

  • CCH Axcess Workflow
  • Manage Recurring Task 

Procedure

You can set up a task to recur every two years by creating a biannual recurring setup under Manage Recurring Tasks utility. 

To create the biannual recurrence: 
  1. Click on the Utility Gear User-added image from the My View Page. 
  2. Go to Task Utilities > Manage Recurring Tasks utility. 
  3. Select “Create Recurring Task” radio button. 
  4. Search for the tasks with the required filters.
  5. Select the task > click on “Create Recurring Task” button. 
  6. In the Period End Recurrence Pattern setup section, please use recurrence pattern “Monthly (Day [31] of every [24] month(s))”.
    • By choosing this option your task will recur every 24 months.
  7. Click the Apply button 
NOTE: If you input 31 days of every X month(s) CCH Axcess Workflow will identify that you simply want it to be the last day of the month. Therefore, if there are only 28, 29, or 30 days in the month CCH Axcess Workflow will recognize that as the last day of the month 
  Solution Tools
  Attachments
 Solution Id 000248208/How-do-I-create-a-task-which-recurs-once-every-two-years-in-CCH-Axcess-Workflow
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!