Set a field to Today() - a Changing date based on the current date

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Posted on by Theohox13

I’m looking create a field on a form that updates continually based on the current time. I want this because I could then create rules and workflows off due dates, reminder dates, start dates, etc. These workflows would change the fields on the same or other entities.

For example if a task due date is greater than TODAY() then set field value to “Needs Update”

I was looking at the equations but they are limited on functionality – Perhaps there is a tool pack download that has excel functions like this or a workaround?

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RE: Set a field to Today() - a Changing date based on the current date

Create a calculated field.

Leave the CONDITION blank.

Set the Action to: "Set [fieldname] TO Now()"

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Alina2015 on at

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RE: Set a field to Today() - a Changing date based on the current date

4. Use CRM 2015 Calculated field to set calculated date

Could you please explain how to use calculated fields in 2015 to set current date?

Thank you.

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Mahadeo Matre 17,021 on at

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RE: Set a field to Today() - a Changing date based on the current date

In that case

1. you can use recurring workflow, which will update date on those records once a day..

Or

2. Create console application which will update date on this entity using CRM SDK and schedule application in windows task to run every day..

Or

3. Create SSIS package to update date on this entity and schedule SSIS package using SQL server.

Or

4. Use CRM 2015 Calculated field to set calculated date

Hope this will work

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Theohox13 on at

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RE: Set a field to Today() - a Changing date based on the current date

i will be running a report and the report will be scanning what accounts havent been visited. the date change must happen automatic without any intervention

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Theohox13 on at

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RE: Set a field to Today() - a Changing date based on the current date

can you chnage it to on CRM load?

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Theohox13 on at

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RE: Set a field to Today() - a Changing date based on the current date

the form will not be touched after is it created

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Mahadeo Matre 17,021 on at

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RE: Set a field to Today() - a Changing date based on the current date

Hi..

you can create one custom attribute for your entity if you dont have for date.. and set attribute value on form load using code Prashant gave.

So that whenever that form is opened, you will see updated date.. and save record.

Call this function on form load and change your attribute name

function UpdateTodayDate() { var currentDate = new Date(); Xrm.Page.getAttribute("new_todaysdate").setValue(currentDate ); }

Hope this will help..

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Theohox13 on at

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RE: Set a field to Today() - a Changing date based on the current date

this still doesnt work because you are performing an action with a trigger and creating a time stamp...I need this to be automatic like a clock. Think of the =TODAY() function in excel..whenever you load the sheet the date changes to the current date

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PS 23,577 on at

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RE: Set a field to Today() - a Changing date based on the current date

crmbusiness.wordpress.com/.../crm-2011-javascript-to-set-the-current-date-and-time

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Theohox13 on at

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RE: Set a field to Today() - a Changing date based on the current date

this is a time stamp of an action, so it will not work. Im looking for a dynamic value of time..basically i want the cell to be a clock..if you refresh the page the cell will contain a different time. Although i dont need it down to the second or minute..but i need it by the day.

My probelm is that we have appointment metrics where you need to visist a customer every 6 months... so i want a calcualted cell to say "no" if the account hasnet been visited in the last 6 months based on the MAX visit date.

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