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Question

Setup "Tomorrow" in automation as next work day

  • November 26, 2019
  • 0 replies
  • 390 views

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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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MarkShnierYou
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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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  • Registered
  • November 27, 2019
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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