I have automations for a due date to change when I enter information into the notes field. I want that due date 5 days from edits. However some of those due dates fall on weekends. I want to skip weekends. Is this possible?
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Hey Lisa!
In terms of the notes field, are you referring to the updates section or are you using a specific text field to achieve this? I ask this, as you can set this specific recipe:
I am afraid if you’re using the updates section, we don’t natively have a solution for this at this stage… that said, in the admin settings of your account, you have the option to remove weekends from the date picker which will skip the weekends in the automation:
Does this work for you?
You have mentioned that it will skip the dates on weekends to the next weekdays then why here it is mentioned that dates falling on weekends will not be shifted?
for more context I have below automation where I want to shift the day by 5 by excluding weekends but I am not sure, disable this will help in that
Thank you!!