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Topics#FormulasFrage von Sanjana Rajasekar
Sanjana Rajasekar (N28 Technologies) fragte in #Formulas
31. Mai 2023, 10:03

Business Days - Help

Hi ,

I have a case records with status as Resolved. The Last modified date is captured as we change the status. Considering this dateTime field, I need to run a schedule flow to update the status as Closed automaticaly after 3 business days from the Resolved status.

Formula of type Number  : NOW() - record.lastmodified date 

This will return number and check if greater than 3,and updateto  closed. But this is considering weekends.

How can I achieve this considering Business Days.

Thanks in Advance!
40 Antworten
  1. Tina Foster
    19. Feb. 2024, 07:00

    To achieve updating the status to "Closed" automatically after 3 business days from the "Resolved" status while considering only business days (excluding weekends), you can use a combination of formula fields and workflow rules in your Salesforce environment sas gujarat login. First, create a formula field to calculate the number of elapsed business days between the "Last Modified Date" and the current date, considering only weekdays. Then, set up a workflow rule that triggers when the value of this formula field is greater than or equal to 3, updating the status to "Closed". By using this approach, you ensure that the status is updated based on business days, excluding weekends, as per your requirement.

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