I know that's something that you cannot do in Process Builder at the moment and trying to find the best work around. Would I need to make a Formula(Date) field on the case object and have my Process Builder evaluate the three different criteria and send based off of the new Formula(Date) field?
4 answers
Hi Michael, You need to create 3 formula fields, all the formula field should return Date
- After_3_Business_day__c
- After_4_Business_day__c
- After_5_Business_day__c
The Formula will be similar to
Sample formula for calculating date after 3 business day
CASE(
MOD( date - DATE( 1900, 1, 7 ), 7 ),
3, date + 2 + 3,
4, date + 2 + 3,
5, date + 2 + 3,
6, date + 1 + 3,
date + 3
)
- Replace the date with the date field relative to which you need to calculate business days
Once you have the formula created you can create process builders to send time bound emails relative to these formula field.