Under Global Workflow Settings we need to have the option to draft, put on hold, or activate workflows.
A
Anthony Olivieri
These are the 3 options needed during a holiday or time off.
- Draft Workflow - to turn off any workflows that we don't want anyone to be in.
- Put on Hold - to still have leads go through this workflow, but to stop where they are. So if they just got added then they will start the workflow when the dates resume. Or if they are in the middle of a workflow it will essential act as a weight step until the dates resume.
- Activate - to turn on holiday specific workflows such as sms/email campaigns that are specific to that holiday.
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C
Clifford Paulick
I'm wondering if making a custom Workflow Action for "is holiday today" = true/false is the solution here...
For example:
"Get Holidays Today" action (pick which country/location) -> returns true/false or check if it contains a specific text like "veteran"
If going that route, it'd be a workflow that runs every day but if you're only trying to run it once per year (only on Independence Day, or +/- number of days) then it'd run 364 times with FALSE and 1 time as TRUE.
Is this a good solution or not quite right?