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CSic
Colaborador(a)

Format data issue when trying to add 1 business day

resolver

I wanted to see if anyone has found a resolution for format data function in workflows, using add time to a date property, where the date property is set to M-F only? We have full enterprise account.

 

Ex:

My workflow sets "entered action needed" (date property) when a ticket has been assigned a needed action. Let's say today, Thursday May 4th (U.S. time). The action selected then has a time frame to complete it (due date) set as red (4hrs), orange (1 day), yellow (2 days), and green (3 days). The due date field is also a date property, selcted to only allow M-F.

 

My if/then branches on the workflow copy the date to the "red" action (same day) and then I am using "format data" by adding 1 day to orange, 2 days to yellow, and 3 days to green. However, this is not adding days only in M-F. After testing using 5/4/23, a "yellow action" was set to Saturday, May 6th (5/6/23).

 

I also tried copying the entered action needed date to the due date and THEN formatting. Still no luck.

 

Does anyone have any workaround for this? How to add one unit as one business day, therefore also meeting the criteria of the property field itself as a Mon-Fri property?

 

 

Screenshot 2023-05-04 at 3.05.46 PM.png

 

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SilviaCasanova
Solução
Membro | Parceiro Diamante
Membro | Parceiro Diamante

Format data issue when trying to add 1 business day

resolver

Hi @CSic

 

I would like to propose to you an app we have developed, the objective of which is to solve the issue of business days calculation. I really think this app could help you achieve the result you are looking for, because it allows you to streamline your workflow by effortlessly calculating business days between specified dates, and setting this calculation as a value for a property (which you could use in your reports and dashboards).
 
If you are interested in trying the app, you can install it by clicking here and you will find all the instructions to use it in our Knowledge base.
 
My best,
Silvia
 
 

Silvia Casanova

Project Manager

Exelab

hs diamond exelab logo
 
 
 
   
silvia.casanova@exelab.com
exelab.com

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4 Respostas 4
SilviaCasanova
Solução
Membro | Parceiro Diamante
Membro | Parceiro Diamante

Format data issue when trying to add 1 business day

resolver

Hi @CSic

 

I would like to propose to you an app we have developed, the objective of which is to solve the issue of business days calculation. I really think this app could help you achieve the result you are looking for, because it allows you to streamline your workflow by effortlessly calculating business days between specified dates, and setting this calculation as a value for a property (which you could use in your reports and dashboards).
 
If you are interested in trying the app, you can install it by clicking here and you will find all the instructions to use it in our Knowledge base.
 
My best,
Silvia
 
 

Silvia Casanova

Project Manager

Exelab

hs diamond exelab logo
 
 
 
   
silvia.casanova@exelab.com
exelab.com
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Maciek-Magic
Participante

Format data issue when trying to add 1 business day

resolver

 

 

Hi,

because Service Hub is most neglected Hub and doesn't provide flexibilty to match your custom SLA the only way to work around would be Custome Code. 

Base your logic on the fact that you can recognize weekdays in Javascrit (Node.js)

 

let d = new Date();
let day = d.getDay()
console.log(day)

// above will give you todays date week day number
// Sunday - Saturday : 0 - 6
// Weekend days are 0 and 1
// Working days are any days > 1

 

 

It ain't easy but doable. Some if's and for each loops will be reqiored. 

 

If you need some help let me know.

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Format data issue when trying to add 1 business day

resolver

Hi @CSic,

 

Have you considered using the workflow settings to execute actions only during specific times?

 

karstenkoehler_0-1683259586017.png

 

You can select business days here, your format data action would then not be executed on Saturday and Sunday.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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CSic
Colaborador(a)

Format data issue when trying to add 1 business day

resolver

@karstenkoehler - Thanks for reaching out. The only problem I see with this, is that we want to set the due date at the outset of the workflow. Therefore, the ticket would enter action needed on a Thursday, and I need to set the due date 3 business days from then (Tuesday) and display on the record that same day.

 

We do not want to delay the action (using the specific times execution) at the time it goes through the action, because then they would not know the due date until the due date arrives. If I'm reading it correctly, I think your idea would only work if we delayed the action first, and if, when getting to that stage, it would delay execution until M-F.

 

I'm trying to set a due date "X" number of business days from the outset. Does that make sense?

 

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