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:) :) :) :) :) Create Task Using Trigger that automatically exclude weekends
Hi
I have customer date filed on my account object. And if I save any date it will create 10 follow up task according to that date. Means custom date plus 1 day task, custom date plus 4 day task, custom date plus 10 day task but I want to create task that exclude weekend and holidays or they exclude business hours. So I must have to write trigger that create task. Please help me on that.
Thanks
finally i comeup with that solution.
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trigger CreateFlowupTask on Account (after insert){
List<Task> tasks = new List<Task>();
List<Account> Acc = Trigger.new;
for (Account Accs : Acc ) {
date shipDate = Accs.ship_date__c;
//add 2 days because your followup task is shipdate plus 2 days
date followUpDate= shipDate.addDays(2);
date checkDate = date.newInstance(1900,1,7);
//count days between 2 days
integer numberDaysInBetween = checkDate.daysBetween(followUpDate);
//modulus calculation in apex
integer sum = math.mod(numberDaysInBetween,7);
date finalFollowUpDate;
//compare and if match found than add days acconding to it
// 0 = sunday , 1 = monday, 2 = tuesday, ......, 6 = saturday
// so if followup day is saturday than add 4 days from your shipdate
// if followup day is sunday than add 3 days from your shipdate
if(sum == 6){ finalFollowUpDate = shipDate.addDays(4); }
else if (sum == 0) { finalFollowUpDate = shipDate.addDays(3); }
else { finalFollowUpDate= shipDate.addDays(2); }
// task creation in trigger
Task tsk = new Task(whatID = Accs.ID, Ownerid = Accs.OwnerId, Subject = '2nd Day follow-up Call', ActivityDate = finalFollowUpDate);
tasks.add(tsk);
}
insert tasks;
}
All Answers
1st create a custom seeting in which u mention holidays ant the range of exclude business hours.
But can't we use that formula that display numbers if there is a saturday or sunday and than according to that number we move forward our task to upcoming weekday. currently I am working on that trigger.
finally i comeup with that solution.
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trigger CreateFlowupTask on Account (after insert){
List<Task> tasks = new List<Task>();
List<Account> Acc = Trigger.new;
for (Account Accs : Acc ) {
date shipDate = Accs.ship_date__c;
//add 2 days because your followup task is shipdate plus 2 days
date followUpDate= shipDate.addDays(2);
date checkDate = date.newInstance(1900,1,7);
//count days between 2 days
integer numberDaysInBetween = checkDate.daysBetween(followUpDate);
//modulus calculation in apex
integer sum = math.mod(numberDaysInBetween,7);
date finalFollowUpDate;
//compare and if match found than add days acconding to it
// 0 = sunday , 1 = monday, 2 = tuesday, ......, 6 = saturday
// so if followup day is saturday than add 4 days from your shipdate
// if followup day is sunday than add 3 days from your shipdate
if(sum == 6){ finalFollowUpDate = shipDate.addDays(4); }
else if (sum == 0) { finalFollowUpDate = shipDate.addDays(3); }
else { finalFollowUpDate= shipDate.addDays(2); }
// task creation in trigger
Task tsk = new Task(whatID = Accs.ID, Ownerid = Accs.OwnerId, Subject = '2nd Day follow-up Call', ActivityDate = finalFollowUpDate);
tasks.add(tsk);
}
insert tasks;
}