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I have a field called, "Description" and I need this field to auto populate the Year from the field called, "Effective Start Date" and then grab the value from the Contract ID field and the value from the PBP field.
The format that is needed is CYyyyy (the contract id value) (the PBP value)
Any help is appreciated, thank you.
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Hi USA80,
I did the following in a simple workflow after installing Jason Lattimer's Date Time Utils (https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities)
1. Created real time workflow on My Account Entity that will do the following steps:
First step was to get the year using Jason's date time utils. I pulled from CreatedDate in my example
Second step was to update my Account's Calculated Description field with the concatenation:
CY-'>{Account Number(Account)}-'>{Year Number(Get Year Number using Date / Time Utils)}
That is all I need to do.
Note, the function Jason provides has a "comma" in the year. not sure if this is driven off your setup for number formats in CRM or if you need to work with him to strip that off.
Hope this helps.
Here is the script:
function CalculateDescription() {
var EffectiveStartDate = "nhs_effectivestartdate";
var ContractId = "nhs_contractid";
var PBPValue = "nhs_pbp";
var Description = "nhs_description";
var CalulatedDescription = "CY"; //CYyyyy (the contract id value) (the PBP value)
var VALUE_EffectStartDate = Xrm.Page.getAttribute(EffectiveStartDate).getValue();
var VALUE_ContractId = Xrm.Page.getAttribute(ContractId).getValue();
var VALUE_PBPValue = Xrm.Page.getAttribute(PBPValue).getValue();
// Append Year
if (VALUE_EffectStartDate != null && VALUE_EffectStartDate != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_EffectStartDate.getFullYear();
}
// Append Contract ID
Value_CalulatedDescription = Value_CalulatedDescription + "(";
if (VALUE_ContractId != null && VALUE_ContractId != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_ContractId;
}
Value_CalulatedDescription = Value_CalulatedDescription + ")";
// Append PBPValue
Value_CalulatedDescription = Value_CalulatedDescription + "(";
if (VALUE_PBPValue != null && VALUE_PBPValue != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_PBPValue;
}
Value_CalulatedDescription = Value_CalulatedDescription + ")";
// Set Value
Xrm.Page.getAttribute(SCHEMA_CalculatedDescription).setValue(Value_CalulatedDescription)
}
I have tried that script and it did worked for me.. can you share a screenshot/log file (if any)?
Also try refresh page or new browser/ingognito mode.
Also can you share your updated code her just to check the syntax etc.
hope this helps.
Hi USA,
Sorry I may have jumped into Plugin too quickly. You can actually use JavaScript to achieve this requirement. I have tried and it works perfectly.
1) The below script assumed that your field "Effective Start date" is a datetime field and all other fields are text field. If this is not true then the below script may not work and will require some further changes.
2) You need to replace the schema name of your fields.
3) You need to register this method on change of Effective Start Date, Contract ID & PBP Value field.
3) It would be good idea to make Effective Start Date, Contract ID & PBP Value field as mandatory cause if not then you may see unexpected value in the Description field. And also make the Description field as read only.
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function CalculateDescription() {
var SCHEMA_EffectiveStartDate = "new_effectivestartdate";
var SCHEMA_ContractId = "new_contractid";
var SCHEMA_PBPValue = "new_pbpvalue";
var SCHEMA_CalculatedDescription = "new_calculateddeciption";
var Value_CalulatedDescription = "CY"; //CYyyyy (the contract id value) (the PBP value)
var VALUE_EffectStartDate = Xrm.Page.getAttribute(SCHEMA_EffectiveStartDate).getValue();
var VALUE_ContractId = Xrm.Page.getAttribute(SCHEMA_ContractId).getValue();
var VALUE_PBPValue = Xrm.Page.getAttribute(SCHEMA_PBPValue).getValue();
// Append Year
if (VALUE_EffectStartDate != null && VALUE_EffectStartDate != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_EffectStartDate.getFullYear();
}
// Append Contract ID
Value_CalulatedDescription = Value_CalulatedDescription + "(";
if (VALUE_ContractId != null && VALUE_ContractId != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_ContractId;
}
Value_CalulatedDescription = Value_CalulatedDescription + ")";
// Append PBPValue
Value_CalulatedDescription = Value_CalulatedDescription + "(";
if (VALUE_PBPValue != null && VALUE_PBPValue != "") {
Value_CalulatedDescription = Value_CalulatedDescription + VALUE_PBPValue;
}
Value_CalulatedDescription = Value_CalulatedDescription + ")";
// Set Value
Xrm.Page.getAttribute(SCHEMA_CalculatedDescription).setValue(Value_CalulatedDescription)
}
=========================================
On a side note, If you haven't used plugin yet then it would be good to get the understanding of it as it will help you achieve not only this but other requirements which cannot be achieved using BR, workflow etc.
You can go through the below document about creating & registering plugin.
https://msdn.microsoft.com/en-us/library/gg328263.aspx
https://msdn.microsoft.com/en-us/library/gg594416.aspx
msdn.microsoft.com/.../gg309620.aspx
Hope this helps.
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