Send automated workflow emails on weekdays only

Natalie Davison

Is there a way to ensure workflow emails are only sent out on weekdays? I have a workflow set up to send update requests 2 days before a due date but I'd like them to only go out on weekdays. For example, if something is due on a Monday, instead of getting a notification on Saturday (which tends to be ignored), the notification would go out on Friday. Is this possible?

Robert Gochee

Natalie,

if you set up another column "Date Notification Sent" and reference the Due with this formula. This formula sets the date back 2 Business Day's from the due date (accounting for the weekends) - On Saturday and Sunday no Date will Appear

=IF(WEEKDAY([Due Date 1]@row) = 2, [Due Date 1]@row - 3, IF(WEEKDAY([Due Date 1]@row) = 3, [Due Date 1]@row - 4, IF(AND(WEEKDAY([Due Date 1]@row) >= 4, WEEKDAY([Due Date 1]@row) <= 6), [Due Date 1]@row - 2)))

In your Workflow Update Request -

Set the Trigger to the Date Notification Sent "Any Value"

Add Condition Where - Date Notification Sent "Is Today"

I believe this should achieve what you are looking for.

Let me know if this works,

Rob

Natalie Davison

Thanks! I am not very comfortable working with extended formulas but I'll give this a try.

David Fiorino

I didn't see a response if the above worked...

If that doesn't work, I think you will need to evaluate the due date column with the "When a date is reached" function. Otherwise you will need to wait for a record change or row add before the automation step runs again. If you enter the info only every Wednesday, I don't think the automation will trigger again until the next Wednesday.

As for a formula, the workday formula should handle this. It automatically excludes weekends and has a holiday function if you have a list of other dates you want to exclude. The example below looks at Day 1 and gives you the next weekday. Enter a negative number if you want it to look back a set number of days.