ManualTrigger Automate

This workflow is ideal for project managers, sales teams, and anyone who needs to manage deadlines effectively. It is particularly useful for:

• Sales Professionals: Who need to adjust closing dates based on specific conditions.
• Project Managers: Who want to ensure that timelines are updated automatically.
• Data Analysts: Who require a systematic approach to handle date-related data in their reports.

This workflow addresses the challenge of managing close dates in a dynamic environment. By integrating a manual trigger, it allows users to:

• Check if a close date is valid based on a specific format.
• Automatically adjust the close date to three weeks later if necessary, ensuring that deadlines are realistic and achievable.
• Maintain original close dates for reference, which helps in tracking changes and their impacts on project timelines.

1. Manual Trigger: The workflow starts when the user clicks 'execute'.
2. Set Close Date: An initial close date is set (e.g., 2021-11-29).
3. Check for Close Date: The workflow checks if the close date matches a specific date format (YYYY-MM-DD). If it does:
   • Proceed to set the close date to its original value.
   • If it doesn't, set the close date to three weeks later.
4. Set Close Date To Original: If the close date is valid, it retains the original date for further processing.
5. No Operation: The workflow ends with a no-operation node, indicating that no further actions are needed.