Automate Date Management with Smart Close Date Logic
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Streamline your date-driven processes with this n8n workflow. It intelligently sets and validates close dates, ensuring accuracy and saving valuable time.
About This Workflow
This n8n workflow provides a robust solution for managing close dates automatically. It begins by setting an initial close date, then intelligently checks its format. If the format is valid, it either retains the original date or calculates a new one three weeks in the future. If the initial date format is invalid, the workflow still proceeds, ensuring no critical data is lost. This flexible approach is ideal for projects, sales pipelines, or any process requiring precise date handling.
Key Features
- Automated Date Setting: Pre-defines an initial close date for your tasks or records.
- Date Format Validation: Ensures close dates adhere to a standard YYYY-MM-DD format using regex.
- Dynamic Date Calculation: Automatically extends close dates by three weeks when needed.
- Flexible Logic: Handles both valid and invalid initial date formats gracefully.
- Manual Trigger: Initiated with a simple click for on-demand execution.
How To Use
- Manual Trigger: Start the workflow by clicking the 'execute' button on the 'On clicking 'execute'' node.
- Set Initial Close Date: The 'Set Close Date' node will assign a default close date (e.g., '2021-11-29T00:00:00.000Z'). You can modify this date in the node's parameters.
- Check Date Format: The 'Check for Close Date' node validates if the 'Close Date' field matches the YYYY-MM-DD regex pattern.
- Handle Valid Dates: If the date format is valid, the workflow proceeds to the 'Set Close Date To Original' node (retains the original date) OR the 'Set Close Date 3 Weeks Later' node (calculates a new date 21 days from execution), depending on your workflow logic.
- Handle Invalid Dates: If the date format is invalid, the workflow proceeds directly to the 'Set Close Date 3 Weeks Later' node, automatically assigning a new close date three weeks from the current date.
- No Operation: The 'NoOp' nodes serve as placeholders and do not perform any action, indicating the end of specific branches.
Apps Used
Workflow JSON
{
"id": "dac05b22-fd29-469f-8a00-cf6d45b18bbe",
"name": "Automate Date Management with Smart Close Date Logic",
"nodes": 13,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: dac05b22-fd29...
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