RE: Scheduled Workflow to run on the 1st Business/Weekday of the month

Is there someway to make a scheduled workflow run on the 1st business/weekday of the month. If I select month I can select the 1st day of the month – but I don’t want this to run on the weekend if the 1st is over the weekend but rather the 1st business day of the month.

Margie Rookie Asked on October 12, 2021 in How To's.
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1 Answers

Hi

You can use the below workaround.

First , set the workflow schedule to process daily at the desired time

RE: Scheduled Workflow to run on the 1st Business/Weekday of the month

The next step would be to use a saved search filter that only show results when the search is run on the first working day of the month.

RE: Scheduled Workflow to run on the 1st Business/Weekday of the month

I hope this helps or springs some new ideas on your mind.

Cheers,

Edo

Beginner Answered on October 13, 2021.

Thanks Edo, great idea to do it within the search criteria. Your formula did not seem to work for me but I have got a formula that has worked, thanks so much for the idea.

on October 14, 2021.
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