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Microsoft Dynamics CRM (Archived)

Business rule and calculated field

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Posted on by

Hi all,

It appears as if calculated fields don't work in business rules. 

I would like to use today's date in a business rule that will set as business required another field based on whether a record was created 14 days or prior to today.

Is there a way to get today's date without a calculated field?

Many thanks,

Maggie

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  • Suggested answer
    Inam Profile Picture
    215 on at
    RE: Business rule and calculated field

    Hi

    Please check following link. It shows step by step guide on how to set current date to field on lisd of form.

    [View:http://www.magnetismsolutions.com/blog/11-07-08/Prefill_a_Date_Field_with_Today_s_Date_in_Dynamics_CRM_2011.aspx]

  • Lucas Blackburn Profile Picture
    on at
    RE: Business rule and calculated field

    Do you have access to someone that can write JavaScript?  This would be best solution IMO - you wouldn't have to update and maintain a field to store today's date.

  • Community Member Profile Picture
    on at
    RE: Business rule and calculated field

    Hi Raz,

    What will trigger the workflow to run though? Will I have to run it manually everyday?

    I need the field to show the current date when someone opens the record, so this needs to change everyday.

    Many thanks,

  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at
    RE: Business rule and calculated field

    Hi Maggie, You can use a Realtime Workflow

    Set the Executin Date and Time of workflow and insert it into required field.

    - add update record step into workflow

    - go into Properties

    - add Execution date and Time into Required date Field.

    when the workflow runs it inserts the current Date and Time into this field.

    I Hope this helps, Kindly tick 'Yes' to verify :)

    Best Wishes, Raz

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