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Hi 

Just wondering if anybody can help with a formula?

I'm trying to set up a task (meeting date) that can occur on a Tuesday of say the 1st week, 2nd week, 3rd week or 4th week of the month. 

So lets say the due day was  Tuesday 02/10/2024 then i'd like to set up a recurring meeting date for the 1st Tuesday of the following month. If the due date was Tuesday 08/10/2024 then it would recur on the 2nd Tuesday the following month and so on.

My head is baffled so any help would be greatly appreciated.

Hey @Jim007!

Assuming you have a field called Due Date, and assuming that on the same record you want to see what the date for the next meeting should be, you can create a formula field called Upcoming Due Date with the following formula shown below. Furthermore, you could use the value of such field to create a new record for the upcoming meeting through an automation. 

Let me know if that works -if you find any edge case for which this formula does not work, please let me know and we'll go through it!

IF( {Due Date}, DATEADD( DATEADD( DATEADD( DATEADD( DATETIME_PARSE( DATETIME_FORMAT( DATEADD( {Due Date}, 1, 'month' ), 'YYYY-MM-01' ), 'YYYY-MM-DD' ), IF( DAY({Due Date}) <= 7, 0, IF( DAY({Due Date}) <= 14, 7, IF( DAY({Due Date}) <= 21, 14, 21 ) ) ), 'days' ), MOD( WEEKDAY({Due Date}) - WEEKDAY( DATEADD( DATETIME_PARSE( DATETIME_FORMAT( DATEADD( {Due Date}, 1, 'month' ), 'YYYY-MM-01' ), 'YYYY-MM-DD' ), 'days' ) ) + 7, 7 ), 'days' ), 0, 'days' ), 0, 'days' ) )


Mike, Consultant @ Automatic Nation