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Is there a way to get a date field to autopopulate with the current date without having to use code?
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If you are using CRM 2013, you can configure a Real Time workflow to populate the Date Field with the current date.
You can configure your workflow to run upon creation of the record and use the workflow step to update the record with a value for the date field. Assign the Process {Execution Time } or the 'Created On' value to this field.
And for records that have already created, the same process? Or is there a way where I can create the workflow to run on all the records for that particular entity i.e, all customer records?
For the records already created, you can follow the same approach, but using the on-demand workflows. You can then select the records through Advanced Find, and run the on-demand workflow.
Hi Karth, this is something that runs in the background am I right? What do I need to do if I want to have the date predefined on the form. So a default value (data of today) and I can adjust it later and then save the form?
Allready found the solution by a small script:
function updateDateField(startdate) {
var currentDateTime = new Date();
Xrm.Page.getAttribute(startdate).setValue(currentDateTime);
}
does real time work flow on creation of..... mean I have to click save?
I would love to have a date field that autopopulates as today as the form opens. Not as the form saves.
thanks!
i want a field to show date 10th day of month. Suppose it is April then it should show 10 April 2018 or 10/04/2018 like this every month the date of that particular field will change the month but date will remain 10th, how to do using javascript on CRM form. Can you please help???
Hi Sucharita.
Are you using custom field of date and time type?
Thanks
Hi Ridhima,
The form is Main form type, if that is what you asked was, am new to CRM....sorry may be I am sounding funny :(
I am asking about attribute in which you want to show date
(like this every month the date of that particular field will change the month but date will remain 10th).
Is this field created by you?
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