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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

fill date field with date of changing a value in a field

Posted on by 35

Hey all,

I have option set field (yes and no) and datum field, when the option set field is set to "no", there is nothing th see on datum field, so it is empty. However when the option set field is set to "yes", the datum field should be filled with the datum of this change. ( I set to yes today, that means the date of today should show in date field) and when  I look next week in the record, I should see the date of last week, when I had changed it to yes.

Can I achieve this with Workflow? or calculated field?

  • ramialhasan Profile Picture
    ramialhasan 35 on at
    RE: fill date field with date of changing a value in a field

    I did it now with caculated field when to modified on, I ll test it until tommorow if it does not work, I will try this approach. Thanks mate

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: fill date field with date of changing a value in a field

    Hi Rami,

    We will use workflow to achieve it.

    Here is a demo.

    There is a two options field 'Yes or no' and a date field 'datum date' on the form.

    pastedimage1576057535809v1.png

    Create a workflow. Select Scope as OrganizationStart When as Record fields change, select the field 'Yes or no'.

    pastedimage1576057594808v2.png    pastedimage1576057690066v3.png

    Add a Check Condition step, set if the field 'Yes or no' equals No

    pastedimage1576057739894v4.png    pastedimage1576057788230v5.png

    Add a Update Record step, set Clear to the field 'datum date'.

    pastedimage1576057836139v6.png    pastedimage1576057893735v7.png

    Then add a Condition Branch step, set if the field 'Yes or no' equals Yes

    pastedimage1576057941262v8.png    pastedimage1576057980230v9.png

    Add a Update Record step, set {Execution Time(Process)} to the field 'datum date'. Note the hierarchical relationship between the steps. Activate this workflow.

    pastedimage1576058128797v11.png    pastedimage1576058113268v10.png

    Please refer to this blog on how to create a workflow: https://stellarise.com/how-to-create-a-workflow-in-dynamics-365-to-set-the-date-of-an-invoice/

  • ramialhasan Profile Picture
    ramialhasan 35 on at
    RE: fill date field with date of changing a value in a field

    I will do it with modified on date. Thanks

  • Verified answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: fill date field with date of changing a value in a field

    Yes, you can use a calculated field for this functionality.

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