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KnowledgeSync Education Bulletin:   Week 13
Leading the Way in Business Activity Monitoring

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?


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

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