Custom field does not appear in the "Record Fields Change" option set

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Posted on by ecorreia

I recently created a new field Today's Date that displays the current date on a record. I created it so that I can trigger a process when another date-type field (Check in with customer) on the same record is equal to the in the Today's Date field.

My plan was to check the Start when Record fields change box and then select my custom field (Today's Date) from the option set. In this way, when the date changes daily in the Today's Date field, the process checks to see if it's equal to the date in the Check in with customer field and if it is, the Process sends an email alert, but my custom field wasn't in the list when I click on Select:

3036.Capture.PNG

How do I make my custom Today's Date field appear in this list?

Perhaps there's an easier way of getting this Process to trigger based on one date field date field being equal to the current date?

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Alok Singh 910 on at

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Hi

I cant see any reason to not to show the custom field while configuring workflow. Just to double check after adding custom field , have you published the solution?
Try publishing All Customization & also clear browser cache and then try again.
ecorreia on at

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Thank you for getting back to me so rapidly!

Well, I just made sure all of my recent changes were saved and Published All Customizations, the I cleared my browser cache and lo, no change.

While I can see my custom field (Today's Date) here in Specify Condition:

I still can't see it here:

Any other ideas? Is there a way to directly edit the Select Fields list from within CRM?
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Alex Fun Wei Jie 33,628 on at

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Hi,

Inside the workflow , make sure you selected a correct entity.

Would be good if you can share the screenshot of field +entity and whole workflow.
ecorreia on at

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Here's a screenshot of the Process > Information > General Tab and the Field > Information > General tab.

Thanks for attempting to get to the bottom of this with me!
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Alok Singh 910 on at

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Hi ,

'Calculated' field does not work in workflow.

Instead of that you can create a date & time custom field (Today's date) and set the current date with help of plugin or real time workflow
ecorreia on at

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Ha! Why would it be easy - right?

Honestly, I'm shocked that the current date/time is not an out of the box option for creating arguments in Processes!

So what is this helpful plugin of which you speak?
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Alok Singh 910 on at

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Hi,

Unfortunately I am not a technical person but I can see challenge of updating whole set of Account records everyday would be a very a tedious process and it can slow down your performance.

JavaScript and Business rule will not work, to trigger the process user has to open the form manually.

Even workflow would be challenge in getting trigger point.If you have a very small set of Account record then on demand workflow would work. user can create a view or do advanced find and run the on demand workflow everyday to update date field

I would suggest you can write a batch job which will execute during non business hours (may be in night after 12 AM) and it will get the whole set of record , may be active or some other criteria, and update the date field.
ecorreia on at

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Thank you!
Alex Fun Wei Jie 33,628 on at

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Hi,

The reason why field is not show in workflow has explanined by Alok Singh.

Understand you need some idea on the workaround.

If you can share more detail about your requirement, perhaps we can give you an idea how to achieve it.

are you using crm online?
ecorreia on at

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Fun Wei Jie,

I will be using a work-around that doesn't exactly meet my requirements, but will "do the trick." Instead of trying to compare the current date with a date set in another field on the record, I will be using an option value menu where the various options will end up effecting the delay in days before the alert is triggered.

If you know of a way to get a calculated field (like the today's date field I mentioned above) to work within a Process, I'd love to hear it - otherwise, I am not at liberty to spend much more time on this.

Nonetheless, thank you for your willingness to work with me! Perhaps we will meet again on the forums...

All the best to you,

Erik