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Hi,
I have a requirement to Concatenate look up field and date field into a text field. We are doing this with an out of box work flow
“Name”: . Value must be ‘First Name’ + “ “ + ‘Date of Birth’
First Name: ABC
DOB: 11/11/1981
Name : ABC 11/11/1986 12:00 AM
We don't need to display the time in the NAME field. Could anyone tell us how to get rid of time?
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Try this JavaScript below and checkout my blog post on concatenating in dynamics, It will show you how to add this JavaScript as a web resource and get it up and running! Please let me know if this works!
www.clarkandali.com/.../concatenate-in-dynamics-365-with-javascript
//Concatenate Name and formatted DOB into one field
function ConcatenateName() {
//Create a variable for First Name, and DOB
//Name the variables sensibly and set them equal to the field's logical name
var name = Xrm.Page.getAttribute("new_firstName").getValue();
var dob = Xrm.Page.getAttribute("new_dob").getValue();
//Format the date value from CRM to Day/Month/Year
var day = dob.getDate() + "";
var month = (dob.getMonth()+1) + "";
var year = dob.getFullYear() + "";
if (dob != "" && dob != null) {
dob += day + "/" + month + "/" + year;
}
//Create a variable to contain the concatenated values
var nameAndDate = "";
//Create conditional checks for blank or null values
if (name != "" && name != null) {
//Add the name value to the nameAndDate variable
//Add a space afterwards
nameAndDate += name + " ";
}
//Repeat the conditional checks for Date of birth
if (dob != "" && dob != null) {
nameAndDate += dob;
}
//push the concatenated value into the field on the form
//replace new_nameAndDate with the logical name from the form
Xrm.Page.getAttribute("new_nameAndDate").setValue(nameAndDate);
}
Thanks!
Sorry, I misread the question. Nice reply Prashant!
Hi
I would suggest you to do the following:
Step 1: Hide your field called 'Name' on form (the one which you have mentioned in ur post)
Step 2: Leave your workflow as it is
Step 3: Create one more field, Text and calculated and call it 'Name 2' or whatever you want (If u want to know more on how to create calculated field, read [View:http://www.encorebusiness.com/blog/dynamics-crm-calculated-fields/:750:50])
Click on edit, as shown below:
Set formula (copy what I have shown below)
Save and close, place the field on form and publish customizations
Now check, you will be able to get rid of time value.
To know more about trimleft or trimright function read http://www.powerobjects.com/2015/11/06/use-trimleft-or-trimright-in-calculated-fields/
Hi AXCRM1,
You can set this through a workflow, I verified this and it worked successfully. I did the following:
1. I setup a real time workflow on a test entity
2. I fired the workflow on the change of the name field
3. Steps
a. Step 1 - Update record to set text field to the Name field value and a space
b. Step 2 - Updated record to "Append" the createdon date field
When I changed the name it saved it correctly with the two field concatenated so I assume it would work fine as well with a day of birth type field.
you will need a custom javascript, custom workflow activity or a plugin in order to hide the time (the way depends on your exact requirement)
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