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Microsoft Dynamics 365 | Integration, Dataverse...
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How to set a date field 3 days after created on excluding Saturday and Sunday

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Posted on by 26

I have a field that gets populated via workflow to 3 days after the record was created on.  Example, if the record is created today, then the follow-up date field is set to 8/29/2020.  However, this would be a saturday.  I need it to exclude Saturday and Sundays.  So if a record is created today, then 3 business days would be 8/31/2020.  If record is created on 8/28/2020, then 3 business days would be 9/2/2020.

How can I accomplish this with a workflow?  Thank you.

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You can't complete this using OOB workflow steps but you can get that functionality using some custom dev (plugins/custom workflow activities) or from Workflow Activities Packs. My workflow toolkit has the step you need.

  • Suggested answer
    Carlo Velasco Profile Picture
    787 on at

    I'm afraid you are not able to achieve this using OOB functionality, the only possible solution would be to develope a custom plugin or action.

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