Portal user invitation expiry date

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Posted on by Steve Pillar

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Hi,

In the Customer Service app, when creating a user invitation is there any way to automatically set the expiry date, to say, 24 hours from now?

Thanks

Steve

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Hi Steve,

There is an OOB field--Expiry Date in the Invitation entity form, you want to fill it automatically when the invitation record is created.

If so, you can create a workflow to achieve it.

Go To Settings > Process to click new button:

Set trigger and add steps:

Set Properties for 'Update:Invitation' step:

Save and Active the workflow.

Test:

The Expiry Date can be populated automatically after saving the invitation.

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Steve Pillar 156 on at

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Thanks Leah,

One thing I did want to ask, the expiry date is displayed in the format dd/MM/yyyy. Am I able to change the format to include time, HH:mm:ss, for example?

Steve

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Hi Steve,

Yes, you can do it.

Go Settings > Customizations > Customize the system > Entities > Invitations > Fields to open the 'Expire Date' field.

Then you can change 'Format' to Date and Time.

Save and Test result:

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Steve Pillar 156 on at

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Thanks again Leah,

All sorted now.

Steve

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Mihir Paun 5 on at

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I wanted one help regarding Invitation code expiry.

For e.g. If i created invitation for contact , till how many days it will work for contact person ? any idea about expiry of the invitation code.

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