Set Date to the Next Monday or Weekday if Date Entered Falls on a Weekend using Workflow

Applies To

Product:  Netsuite 2019.2

Scenario

Create a workflow that will set a standard or custom date field to a weekday or the following Monday if the value inputted falls on a weekend.

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. On the Workflow Creation Page, set up the following values:
      
• Name: WF Set Date Field
• Record Type: Transaction
• Sub Types: Sales Order
• Execute As Admin: is checked
• Release Status: Released
• Initiation: Event Based
• On Create: is checked
• On View or Update: is checked
• Trigger Type: -All-
• Event Types: Create
• Context: User Interface
3. Click on Save
4. On the diagrammer, click on State 1
5. On the context panel, click on New Action
6. From the list of actions, select Set Field Value
7. Configure the workflow action with the following settings:
   
   • Under the Basic Information Section configure the following:
     • Trigger On: Before Record Submit
   • Under the Parameters section, set the Field to: Date
   • Under the Value section, select Formula radio button
   • Paste the formula below on the formula box:
     • case when INSTR(to_char({trandate}, 'DAY'),'SATURDAY') != 0 then {trandate}+2 when INSTR(to_char({trandate}, 'DAY'),'SUNDAY') != 0 then {trandate}+1 else {trandate} end
8. Click Save
9. Click Done Editing