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I have a Process that is suppose to send out an email alert 3 days, 4 days, and 5 days, after a case has had the status "Waiting on Client" with no client response. Right now I'm using the scheduled actions and selecting 3,4,5 days from now. I would like to have this same process but have it only count business days. 

 

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
  1. May 13, 2020, 2:14 AM
    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.

     

    Hi Michael, You need to create 3 formula fields, all the formula field should return DateAfter_3_Business_day__cAfter_4_Business_day__cAfter_5_Business_day__cThe Formula will be similar to Sample form
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