Create Task only on Business Day?

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Create Task only on Business Day?

I currently have a Flow set up where, when someone fills out the form on our landing page and receives our File Download email, a task is created in Salesforce for my broker. Problem is, if someone does this on a weekend, the task gets set with a due date on the weekend. Come Monday, they're overdue and he says that he has trouble locating these overdue tasks. Finding them is obviously a Salesforce issue, but if I could just fix it by having Marketo only set tasks to be due M-F, that'd be the easiest solution. Does anyone know?

 

Here are my Smart List and Flow:

sarahfelldown_0-1592256975574.png

sarahfelldown_1-1592257017300.png

 

 

4 REPLIES 4
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Level 6

Re: Create Task only on Business Day?

Yep, that should be possible.

 

You can use advanced wait steps to only advance to the next flow step in the next business day. 

 

More info here: https://docs.marketo.com/display/public/DOCS/Use+a+Duration+in+a+Wait+Flow+Step.

 

I would use "Duration", then an arbitrary time such as 1 minute, with "Mon-Fri" 9am selected. This means that it will wait one minute, then delay until the next instance of a weekday 9am. 

 

Downside is that now it won't be "instant" - it will now wait until 9am on that business day before pushing them through. There might be a way around that, but I can't think of it right now if there is.

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Level 10 - Community Moderator

Re: Create Task only on Business Day?

Well...

 

2020-06-15 23_42_42-Marketo _ Is it Business Hours (Flow) • Marketing Activities.png

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Level 6

Re: Create Task only on Business Day?

Wow - you can do an addition on "change data value" like that? I had seen that done with beta functionality but I haven't seen it like that! 

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Level 10 - Community Moderator

Re: Create Task only on Business Day?

Yeah, for a long time now!