Currently, we have an automation rule set up for all projects, which sets automatically a due date for all estimations we need to provide.
In this case, for example, an estimation needs to be provided within 5 working days. However, the due date needs to be calculated based on the client’s calendar. Their holidays are different to ours so if e.g an estimation is requested on 22/12, the rule will set the due date to 29/12. This is incorrect, though, because during 23/12-2/1 the client will be on holidays. Therefore, the correct due date would be 7/1.
What we currently do is check if there is a holiday and manually adjust the due date if needed, but we would like to have a way to do this without going through the manual calculation.
Is there a way to do it? Maybe a calendar add-on which we can populate with client's holiday dates. Then use that calendar to the automation mentioned above? Any other suggestions?
Thanks in advance!
Short answer: I believe you are going to need to implement this yourself, perhaps repeatedly checking if the due date is impacted by holidays and increment appropriately.
Hi @Bill Sheboy,
Thanks for replying.
"One work-around would be to hard-code (or add as entity properties) the holiday list, and update the date field if it falls between the starting point and known holidays, and increment the business days. Remember to account for time zones to avoid one-off errors."
Could you please give me more pointers for the aforementioned operation or anything related?
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