Populating the Effective Date

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Posted on by Community Member

Hello Everyone:

Can someone assist me in auto populating the Effective From and To dates on a quote. I would like that when I Create or save a Quote that it automatically puts in today's date for Effective from and then calculates 60 days to populate into the Effective To.

There was a post similar to this and they had this script and I placed it into the Quote form Properties but it did not work. Do I need to set some Parameters or use the Non-event Dependencies.

function SetDueDateField()
{
        var dateFieldValue= Xrm.Page.getAttribute('effectivefrom').getValue();
	var year = dateFieldValue.getFullYear();
	var month = dateFieldValue.getMonth();
	var day = dateFieldValue.getDate();
	var dateOnly = new Date(year,month,day)+60;
	Xrm.Page.getAttribute("effectiveto").setValue(dateOnly); 	
}

Any help would be great

Note I'm not a programmer

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Answers (1)

Mahendar Pal 45,095 on at

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RE: Populating the Effective Date

You can simply use business rule for this:

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awalters 3,079 on at

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RE: Populating the Effective Date

The business rule adds the 60 from start, but can a business rule do the other half - fill in today's date for start?

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Mahendar Pal 45,095 on at

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RE: Populating the Effective Date

Hi,

There is not direct formula to get current date, but as the requirement is to set effective date as current date, so Created On can be copied to Start, by selecting Field option under Set Default value action.

Thanks

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awalters 3,079 on at

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RE: Populating the Effective Date

Clever workaround - that hadn't occurred to me. Thanks!

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Community Member on at

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RE: Populating the Effective Date

I made changes that Guido recommend, but it still not working.

I do not have anything in function within the Parameters or Non-Event Dependencies

Do I need an event Handler?

If so what is it.

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Mahendar Pal 45,095 on at

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RE: Populating the Effective Date

Surly you need to call your method to some event like on OnChange of the effective To or OnSave of the form, so add event handler for your first field or for form OnSave

Thanks

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Community Member on at

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RE: Populating the Effective Date

A little lost on this, is there a link for this or can you please explain a little more about this.

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Verified answer

Mahendar Pal 45,095 on at

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RE: Populating the Effective Date

Hi,

Follow below steps:

1. Open Form Editor and double click on first date field to open it's properties.

2. Click on Event Tab->Click on Add->Select your web resource (new_EffectiveDate i think) under library drop down

3. Past your function name under Function for example SetDueDateField (make sure without () )

4. Save and publish your changes

Now as soon as you will set your first date it should populate second date field base on the above logic.

Let us know if you need more information.

Thanks

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Community Member on at

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RE: Populating the Effective Date

Still having problems.

This is what I have done.

In the Quote Form I click on Form Properties and add this info

I then double clicked on Effective From and added this info

Saved it and Published.

Any help would be awesome

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