CRM 4.0 - Is there a way in the new CRM to take weekends into cons

Hi,

Now that we have 4.0...is there a way to create tasks in workflow with due
dates that take into consideration weekends and work hours?

For example, if a task is created that is given 2 days to be completed, and
it is created on Friday, is there a way to calculate the due date to skip
Saturday and Sunday, or use the owners work schedule to calculate the due
date?

Patrick
Tue May 06 08:08:01 CDT 2008

You still need to create a custom workflow activity to calculate such things.
There is no out-of-the box support for this.
--
Patrick Verbeeten (MCPD)
Lead Developer
Aviva IT

Extended Entity and Plug-in browser:
http://www.patrickverbeeten.com/maps/CrmTool.aspx



"Voni" wrote:

> Hi,
>
> Now that we have 4.0...is there a way to create tasks in workflow with due
> dates that take into consideration weekends and work hours?
>
> For example, if a task is created that is given 2 days to be completed, and
> it is created on Friday, is there a way to calculate the due date to skip
> Saturday and Sunday, or use the owners work schedule to calculate the due
> date?
>
>

chris
Wed May 28 08:57:00 CDT 2008

I do the same thing with case, I need the system to calculate follow-up
times. I do this by using a new entity called case control.

Within case control i hold what could nearly be considered contracts that
reference

Support Start Times
Support End Times
Next Support Date

Depending on case specfics i.e Priority and Customer a case control is
assigned to the new case (Using Workflow). Workflow updates my (Case Control
Contracts) everynight to update the timings for the next day successfully
by-passing the weekends) you just need a few Workflows calling Child
Workflows. For example:

Monday workflow (7:00pm)

- update

Support Start Times+24hrs
Support End Times+24hrs
Next Support Date+24hrs
Wait 23hrs + 59mins
Then start Tuesday Workflow


Thursday Workflow (7:00pm)

- update

Support Start Times+24hrs
Support End Times+24hrs
Next Support Date+3days
Wait 2days
Then start Monday Workflow

This is how I keep the times rolling along, I know its does not really
answer your question but might give you a bit of an idea.

You could create a Friday entity and Saturday entity and have a date field
in each. Get workflow to update it everyweek. Then create a task workflow:

When task is created
if
due date = friday
then + 2days

if due date = saturday
the + 1day

however that would only take care of the next week, depends on how many
weeks you want to go in the future? How many workflow you want to create but
i suppose you could make the entities non visable and no one would know the
difference if you had 10 Fridays and Saturdays!





"Voni" wrote:

> Hi,
>
> Now that we have 4.0...is there a way to create tasks in workflow with due
> dates that take into consideration weekends and work hours?
>
> For example, if a task is created that is given 2 days to be completed, and
> it is created on Friday, is there a way to calculate the due date to skip
> Saturday and Sunday, or use the owners work schedule to calculate the due
> date?
>
>