Exclude weekends and holidays from automation reminders

maltaee · 04/22/23

Hello,

Can we stop automation notifications triggered on weekends and holidays?

Thanks,

Andrée Starå · 04/23/23

Hi @maltaee

I hope you're well and safe!

Try something like this.

Add a checkbox helper column (You can name it Working Day)
Add the following formula that will be checked if it's a Working Day and not a Non-Working Day, Weekend,/Holiday.

=NETWORKDAYS(TODAY(), TODAY(), Holidays:Holidays)

You can change the Holiday reference to another sheet with a cross-sheet reference or remove it completely if you add the Holidays to the Project Settings)

Add a condition in the Workflow(s) to only trigger if the helper column above is checked.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Darren Mullen · 04/22/23

@maltaee stopping automations on weekends is easy enough if you add a column that calculates the day of the week everyday. You would add a condition to check for that on the automations.

For the holidays.. I'd have to think of there is an easier way than having some lookup sheet with the dates of holidays and column that would disable automations as a condition by checking if today is a holiday...

Darren Mullen · 04/23/23

@maltaee I think I have an idea using the workday function, but I'll have to play with it next week to make sure it works like I think it will

Andrée Starå · 04/23/23

Hi @maltaee

I hope you're well and safe!

Try something like this.

Add a checkbox helper column (You can name it Working Day)
Add the following formula that will be checked if it's a Working Day and not a Non-Working Day, Weekend,/Holiday.

=NETWORKDAYS(TODAY(), TODAY(), Holidays:Holidays)

You can change the Holiday reference to another sheet with a cross-sheet reference or remove it completely if you add the Holidays to the Project Settings)

Add a condition in the Workflow(s) to only trigger if the helper column above is checked.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

maltaee · 04/24/23

Thank you, Darren and Andree.

My trigger date is two days after the requested date.

RE playing w/ project settings, is that feature only available with Gantt View? - I don't see it with Grid View and don't need dependencies enabled for this intake sheet.

Darren Mullen · 04/24/23

@maltaee "RE playing w/ project settings, is that feature only available with Gantt View? - I don't see it with Grid View and don't need dependencies enabled for this intake sheet."

Correct, you have to be in Gantt View and enable dependencies to enable those settings.

Andrée Starå · 04/24/23

@maltaee

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

maltaee · 04/24/23

https://community.smartsheet.com/discussion/comment/372948#Comment_372948

This is so helpful. I don't know if the workflow will check the next day when the reminder doesn't run on weekends.

Exclude weekends and holidays from automation reminders

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