Sage KnowledgeSync - Tips for Sage CRM
SalesLogix
Scheduling on the "1st
Monday", "3rd Thursday", Etc.
Welcome to week #13 of
the KnowledgeSync Educational Bulletin for Business
Partners and clients who are using Sage KnowledgeSync
with the SalesLogix CRM application.
This week's question:
Is there a way to schedule an event to run on a specific
occurrence of a day during a month? In other words, run
on the first Monday of a month or the third Thursday?
Answer:
Yes - but it requires the combined use of a specific
schedule with the filtering capabilities of an
underlying query. Here's how running on the first Monday
of a month would be done:
1) Schedule an event to run weekly, every Monday. Now
all we need is the logic to limit this schedule to run
only on the "first" Monday.
2) Add a filter to the event's query. The column to be
filtered on is {%Current Day}, the operator is "less
than or equal to", and the compare value is '7'.
Since the "first" Monday of a month HAS to fall
somewhere between the 1st of the month and the 7th of a
month, the process of checking the "day number" to see
if it is less than or equal to '7' ensures that any
event that uses this query will run only on the first
Monday of a month.
If you have any questions about any other KnowledgeSync
functionality, please contact Don Farber at farber@vineyardsoft.com.
Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com
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