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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use Today's...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to use Today's Date in rollup field condition

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Posted on by Abdul Moiz 15

1-Entity : Reservation

2-Entity : Payment Instalment  

Relationship type b/w 1,2 entity is 1:N respectively,

>>Creating a date and time calculated field with name "Today's Date" in payment Instalment and set Now() function to get current date.

>>Creating a rollup field in reservation with name "Accumulated Due as of Today" and set payment instalment as related entity want to set a condition "due date is less then and equal to Today's date" (Due date is a field in payment instalment )

But Today's Date field is not appear in rollup field condition.

I want to add "Accumulated Due as of Today" field in reservation view, any possible solution for this?

  • Suggested answer
    vishal bagadia_crm Profile Picture
    vishal bagadia_crm 490 on at
    RE: How to use Today's Date in rollup field condition

    Hello Abdul,

    Unfortunately there is now way, where you can get dateTime now or any dynamic date value in rollup field condition.

    What you can do is, you can create simple datetime field. and write a re-curring logic such that the date field will get set every day..

    Multiple ways to write recursive logic-

    1. If records get opened everyday.. You can write the js onload of the form to update the date field.

    2. If you are working on Online version, you can set up a recursive flow that can be run on defined interval very easily and update the date field.

    3. You can write plugin or recursive wf for this regular updates.

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