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Setup "Tomorrow" in automation as next work day

  • 1.  Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    Hi an automation which creates a bunch of new tasks that are X days in the future....  It is assigning them on weekends.  How do I set the automation to only create tasks with a due date X work  days in the future?



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    Ivan Weiss
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  • 2.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    Edited by Mark Shnier (YQC) 16 days ago
    You should be able to make a formula field to calculate the next work day and set the Automation to use that field. assuming that it is on the Trigger record.

    The formula is WeekDayAdd(Today(),1)

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    So the problem is it is not always 1 day.  That is just one example.  It is all over the place in terms of "how many days"

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    Ivan Weiss
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  • 4.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    var number WeekDaysToAhead = ... some complicated formula goes here;

    The formula is WeekDayAdd(Today(), $WeekDaysToAhead )

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 5.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    Not sure I understand the "complicated formula"....  I need to set this in the automation....  So how am I doing that in a formula?

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    Ivan Weiss
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  • 6.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    I am making the assumption that the trigger record that is triggering the Automation can have a field with a formula to calculate how many days ahead you want.  The automation will just use that field.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 7.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    That is the challenge....  There is nowhere to pull that information from.  I built a template of tasks in the automation and they are being assigned via the automation.  The triggering data just starts the creation of those tasks.  But the template is predetermined in there....

    I guess the only other way I could do that is to make a template table with the tasks and store the number of days ahead in there.  But that means rebuilding this functionality so hoping to avoid that :(

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    Ivan Weiss
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  • 8.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    So you expected the Automation would read your mind as to the number of days ahead.  Good News,  I have the inside word that Mind Reading is indeed in the Product road map for 2021.

    But until then, yes absolutely, you want to have the Automation populate some kind of anchor date and then the tasks themselves have the offset number of days to add, by formula off that consistent Anchor date.


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 9.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    Mark, with all due respect I dont think your sarcasm was necessary there if you go back to the original question I asked.....

    I am populating the dates in the automation.  I need them to be based on "work days" in the future not just days in the future.  That is what I am trying to solve for.  So in the automation, based on the screenshot I posted, I noted that I need a task tomorrow or 3 days in the future or whatever it is....  But I need them calculated on business days.

    Before I re-do all of this as a task template table and update the functionality I was trying to see if there is a way to use the built in function or other method in the automation itself.

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    Ivan Weiss
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  • 10.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    Edited by Mark Shnier (YQC) 16 days ago
    Sorry, I was not intending to be sarcastic in a negative way.

    As the famous  Kirk Trachy of Quick Base has been known to say.  If you can say it then we can do it.  But it starts with being able to express in words what the formula needs to be.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 11.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    I work in project management so I live it daily.

    I created a template of tasks and assigned days prior and post an install(event) date. I had a field designate the tasks are for template purposes in the task table and made my automation copy those. I have to have a relationship between the events and the tasks to get the event date or in your case it would be the project start date. Then I have in tasks the formula for the task due date which helps when the start date changes. Below is my 'some complicated' formula to offset the weekends. 

    If([Days Prior]>0,WeekdayAdd([Event Date], -1*[Days Prior]),
    If([Days Post]>0,WeekdayAdd([Event Date], [Days Post]),
    [Event Date]))


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    Jason Johnson
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  • 12.  RE: Setup "Tomorrow" in automation as next work day

    Posted 16 days ago
    That is what I was afraid of....  So based on this I take it no way to use that function in an automation and I need to rebuild this entire thing in a templates table?

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    Ivan Weiss
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  • 13.  RE: Setup "Tomorrow" in automation as next work day

    Posted 10 days ago
    Hi Ivan,

    I just wanted to chime in and confirm that the suggested way would be to use a formula field to help you designate work days and to build your automations to pull from those templates. There isn't a functionality in Automations at this point to specify that you want to use Work Days versus weekends, that is something that relies on the logic available in a formula field to calculate. You would want to go with the types of solutions that Mark and Jason are suggesting to create a template table so that records can be populated with the right dates. 

    If being able to specify work days in your Automation workflow would be helpful though I would suggest putting that in as a User Voice request. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials. This way it is on the mind of our Product Team as they continue to look at how users are automating their workflows. Sorry there isn't a simpler path I could recommend to you and thank you for your time. 

    Also if you do make a User Voice request it can be helpful to post a link to that request here so other community members in the future with the same need can add their votes as well.

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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