Sales forum

Business rule for Date field

(0) Share

Report

Posted on by Azillion

195

Hi,

I want to make a business rule to an Account field called "Originating Source".

I want to make it dependent on a date field on our Account entity called "onboarding start date".

I want to make a business rule saying, that if "Onboarding start date" is this "this year", then make "originating source" a required field.

Problem is, I can only choose "If Originating Source" equals/on/less than/greater than etc.

I can not select "If Originating Source" Is this year.

How would I do this? Thanks!!

Categories:

Accounts or Contacts

I have the same question (0)

All responses (3)

Answers (2)

Verified answer

gdas 50,091 Moderator on at

Like (0)

Report
Hello Azillion ,

Sorry your question is not very clear , what I understand you need below -

IF "onboarding start date" EQUALS THIS YEAR

SET originating source IS REQUIRED.

If this is your requirement then unfortunately this is not possible using Business Rules but you can achieve this using Javascript .

function SetFieldRequiredOrgSource(executionContext) { var stDate = Xrm.Page.getAttribute("onboardingstartdate").getValue(); // Replace Field Name var OnBoardingStartdt = new Date(stDate); var OnBoardingStartDateYr = OnBoardingStartdt.getFullYear(); var todaydate = new Date(); var currentYear = todaydate.getFullYear(); if(OnBoardingStartDateYr == currentYear) { Xrm.Page.getAttribute("OriginatingSource").setRequiredLevel("required"); // Replace Field Name } else { Xrm.Page.getAttribute("OriginatingSource").setRequiredLevel("none"); // Replace Field Name } }

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (0)

Report
Hi Azillion,

As mentioned above, Javascript can achieve that.

If you use a business rule, you could only set a specific time interval, you have to manually modify this time interval every year.

IF Onboarding start date greater than or equal "1/1/2018, 12:00:00 AM" AND Onboarding start date less than or equal "12/31/2018, 12:00:00 AM" THEN Set Originating Source as Business Required ELSE Set Originating Source as Not Business Required

Click the "+New" button to add a second condition. Rule Logic selects "AND" to set the time interval for this year.

This will meet your requirements.

Please note that the start date and end date need to be manually modified to this year, and if not modified, it will default to 2018.

Hope this helps.

Best Regards,

Lu Hao

Was this reply helpful? Yes No
Azillion 195 on at

Like (0)

Report

Thank you! I will go with this solution.

Was this reply helpful? Yes No