workflow with phone call except weekend

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Posted on by JMdeSingular

Hi everybody,

I am working in a project that needs a workflow to create a phone call activities. The workflow create phone call activities for 4 hour later that one date field. but some time this workflow create this phone call in weekend. How do I avoid that?

Thanks a lot!!

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DH kumar CRM 1,345 on at

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Hi,

Can we do one thing that while scheduling workflow to execute check the condition if this is the week end and calculate run instantly instead of 4 hr later based on some rule condition.

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Neil Parkhurst 10,727 User Group Leader on at

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Try this ....

spdduecalc.codeplex.com

or maybe this ....

manipulationlibrary.codeplex.com/wikipage;referringTitle=Home

Add Business Days to Date

This Workflow Activity allows Business Days to be added to a date. You can also just add the days directly to a date, and make sure the last day is a business day. (Also works with hours!)

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JMdeSingular on at

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Thanks for yours answers!! I have two questions, one for each one.

DH Kumar CRM,

I have already tried to make that but I don't get a field that shows a day (monday, tuesday, etc) then I don't know how I create this condition.

Neil Parkhust,

I read your information and I try to upload the solution, but I use CRM 2015 and It doesn't work, only CRM 2011. I am looking for possible release and I just find for uploading by plugin. My company prefers upload by solution. Do you know any more current Workflow Date utilities ??

Best regards

and again

Thank a lot!!

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Neil Parkhurst 10,727 User Group Leader on at

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I'd used those in an earlier version of CRM! I'd included the solution in a prototype I created. My dev team had however lifted just the code we needed for production version. Their code had been successfully migrated to CRM2015. But I personally haven't tried these directly on CRM2015.

Maybe try this one, it describes similar functionality for CRM2015. (But I haven't tested!)

crmdatetimeworkflowutilities.codeplex.com

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JMdeSingular on at

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Thank you very much for your answer. That revolves my problem. However, to improve the details of my workflow, how can I manage the hour time.

I mean, in one of my test the next phone call is created on Monday 1:30 am. Maybe that doesn't like for the clients

Can I fix that?

Thanks Neil

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