Finance | Project Operations, Human Resources, ...

Restrict future date or back date on Time Entry

(0) Share

Report

Posted on by Syed_Faisal

815

Dear Support,

While creating task under PSA module, project manager provide start/end date for the task. But while entering time entry for the specific data is like free form. It is allowing to pick back date or future date.

Solution : When start date and end date set for specific task then in Time entry after selecting that task it should only show option to pick from the start date / end date. Restrict selecting any other date.

Please help us. Thanks ! 6431.Capture.JPG

Regards / Faisal

I have the same question (0)

All responses (5)

Answers (0)

cloflyMao 25,210 on at

Like (0)

Report

Hi Faisal,

I found that you have added Project Task entity as a lookup field in your Quick Create form.

So you could try to run custom javascript at Date field onChange event:

when date value is changed, retrieve Start Date and End Date fields of selected project task record by Xrm.WebApi.retrieveRecord,

if the date value is not within that two date range, reset Date field to Start Date value of selected project task record, and show an alert dialog to user.

Regards,

Clofly

Was this reply helpful? Yes No
Suggested answer

Manuel Hanak 135 on at

Like (0)

Report

Hi Faisal,

you request seems for me to be very customer dependent. I for example have several customer with different requirements for Time Entry date. An easy way without coding will be to create a sync workflow (yes the old one :) )Wich verify the entered data after clicking on the save button. With sync workflows you can then easily show Error Messages is the entered data is not valid.

Hope this helps,

Manuel

Was this reply helpful? Yes No
Syed_Faisal 815 on at

Like (0)

Report

Thank you all for the answers.

Could you pl help us with JavaScript to call the method.

OR

Way to create WF process with condition

Regards / Faisal

Was this reply helpful? Yes No
Suggested answer

Manuel Hanak 135 on at

Like (1)

Report

Hi Faisal,

sure. I'm using sync. WFs in such scenarios. The one you've asked for could be similar to that:

For that example I have used the field "Actual Start" on Project (can be any other Date-Field as well). The result is as follows:

If I enter a time which does not fit into the condition (Date on Time Entry is after the Date in Acutal Start on Project Entity):

An error is shown to the user:

And the value/time entry is not being saved:

Hope this helps.

Kr

Manuel

Was this reply helpful? Yes No
Syed_Faisal 815 on at

Like (0)

Report

Dear Manuel,

Thanks and appreciated for sharing the step, i followed same but no luck for me.

WF is not restricting or any error throw when back date select.

PFA screenshot.

Regards / Faisal

Was this reply helpful? Yes No