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I have a hidden text field in my CRM Opportunity entity called "QW_RenewalDate" that gets populated based on a date field in QuoteWerks. I have a 2nd field on my form called "New_RenewalDate" that has a "Date" data type. How do I create a workflow that updates "New_RenewalDate" when the text field "QW_RenewalDate" gets populated or updated? Is it possible to convert the data in the text field to a date field using a workflow?
I think you should go through JS, its much easy to convert text to date in JS.
You could use the following Workflow Data Time utility to convert the date in text field to date time value using ToDateTime
You could do this using your own code but this utility is very useful to deal with date-time values so it might be work importing this tool and using in a workflow to conver the value.
Thanks so much for sending this! I imported the workflow and tried to create this workflow. However, I'm still running into an issue. Below is my workflow:
In the first step, I selected "IsDateTime" and set the qw_renewaldate field, which is a text field, as the field I want to convert to a date.
In the 2nd step, I am updating the new_renewaldate field. However, I'm still not seeing the qw_renewal date field in the dropdown, which is the field I want to update (The "Renewal Date" field shown in the dropdown below is the new_renewaldate field, not the qw_renewaldate field).
Am I doing something wrong here? Thanks!
You have to use ToDateTime not IsDateTime. Do you not have ToDateTime in the list of available steps?
For the second step, the for Look For dropdown you have to select Date conversion step under local variables area. Once you selected, the converted datetime value will be available for you to set to the new_renewaldate field.
new_renewaldate field will be on the form area in the workflow designer and you just have to set the output value from ToDateTime CWA.
I was able to get this to work by switching to "ToDateTime", as you suggested. Thank you so much for your help on this issue!
The simplest way is that you can use a Business Rule , which is OOB.
Please refer below
Business Applications communities