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I need to schedule a report to run on the last business day of the month. I know there aren't easy options for this. I was hoping to use the custom schedule. Based on what I see in the custom scheduler, I think I need to setup 12 custom schedules, one for each month. Is that right? Thanks in advance.
So, I posted that question on community and then went to our own internal Alteryx user group meeting where someone was showcasing the conditional runner tool from the CrewMacro. I can build a workflow with the DateTimeNow input tool, followed by an expression that says if the date today is equal to any of these twelve dates, run the workflow (using the conditional runner tool). I schedule that workflow to run every day, but with the conditional runner tool, it will only execute on the specified days.
By choosing a reoccurring schedule, I have to set a frequency and the frequencies don't work for last business day.
I'm not sure I understand your last suggestion. You said --An alternative to the Conditional Runner, in this case, could be using Events whereby you trigger the workflow you want to run on a successful run of the scheduled workflow.
Does that mean to use the DateTimeNow input that I suggested and then based on that completion trigger the primary workflow with a command from events?
Recurring daily on a working day should work in this case - obviously assuming that last business day means Mon-Fri.
As for the other question, you've got it. You will build a workflow that leverages the DateTimeNow and a lookup table to check whether it is in the table of last business days. If successful, it triggers the primary workflow will be triggered via Events.