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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Autofill field in a fo...
Customer experience | Sales, Customer Insights,...
Answered

Autofill field in a form in D365/CRM4?

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Posted on by LV-30090907-0 7
When creating an invite by using a form in D365 I'd like for it to automatically fill the 'Expiry Date' field with a date, for example 30 days into the future. How would one go about setting that up?
Categories:
Microsoft Dynamics CRM
I have the same question (0)
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar Microsoft Employee on at
    Hey!
     
    Perhaps, you can use a Calculated field "responseBy", that automatically populates with this, or a javascript added to the form as a resource.
     
    Regards,
  • Verified answer
    Inogic Profile Picture
    Inogic 743 on at
    Hi,
     
    Option 1: JavaScript on the Invite Form
    Use this when the Invite is created via a model-driven form and you want the Expiry Date to be populated immediately when the form opens.
    Steps
    1. Create a JavaScript web resource
    2. Add it to the Invite form
    3. Register the function on the Form OnLoad event
    4. Enable Pass execution context
    JavaScript Example
    function setExpiryDate(executionContext) {
        var formContext = executionContext.getFormContext();
     
        // Run only for new records
        if (formContext.ui.getFormType() !== 1) {
            return;
        }
     
        var expiryDateAttr = formContext.getAttribute("new_expirydate"); // replace schema name
     
        // Set only if empty
        if (expiryDateAttr && !expiryDateAttr.getValue()) {
            var today = new Date();
            today.setDate(today.getDate() + 30); // Add 30 days
     
            expiryDateAttr.setValue(today);
        }
    }
    Notes
    • Replace new_expirydate with the actual schema name
    • Runs only for new records
    • Date is set immediately on the form
     
    Option 2: Power Automate Flow
    Recommended when Invites may be created via Forms, Imports, APIs or Integrations. Works regardless of how the record is created and no dependency on form scripts.

    Steps
    1. Create a Automated Cloud Flow
    2. Trigger: Dataverse → When a row is added
    3. Table: Task (Choose the required table name)
    4. Update the same row and set Due Date (Choose the required field name)

    Expiry Date Expression (30 Days in Future)
    Use this expression in the Update row action:
    addDays(utcNow(), 30)



    Hope this helps.
     
    Thanks!
    Inogic

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