Reminder Workflow

Automatic Mail · 09/28/21

Hi there ;

İ would like to get your advices about below issue ;

I want to set a workflow that system will remind a row every 15 th of workday of each month.How can i set trigger on workflow for it ?

Thanks in advance for your kind replies

Erhan

Paul Newcome · 09/28/21

I would suggest a helper column that contains the following:

=WORKDAY(DATE(YEAR(TODAY()), MONTH(TODAY()), 1), 15)

This will output the date for the 15th working day of the current month. Then your automation would be set up to trigger based on this date column.

Paul Newcome · 09/28/21

I would suggest a helper column that contains the following:

=WORKDAY(DATE(YEAR(TODAY()), MONTH(TODAY()), 1), 15)

This will output the date for the 15th working day of the current month. Then your automation would be set up to trigger based on this date column.

Automatic Mail · 09/29/21

thank you @Paul Newcome , it is working for me

Paul Newcome · 09/29/21

Happy to help. 👍️

Best Answer