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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Portal user invitation...
Service | Customer Service, Contact Center, Fie...
Answered

Portal user invitation expiry date

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Posted on by Steve Pillar 156

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

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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.

    pastedimage1639536339537v1.png

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

    Go To Settings > Process to click new button:

    pastedimage1639537331374v5.png

    Set trigger and add steps:

    pastedimage1639536981321v3.png  

    Set Properties for 'Update:Invitation' step:

    pastedimage1639536925161v2.png

    Save and Active the workflow.

    Test:

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

    pastedimage1639537154684v4.png

  • Steve Pillar Profile Picture
    Steve Pillar 156 on at

    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

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Steve,

    Yes, you can do it.

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

    pastedimage1639617178306v1.png

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

    pastedimage1639617205323v2.png

    Save and Test result:

    pastedimage1639617320455v3.png

  • Steve Pillar Profile Picture
    Steve Pillar 156 on at

    Thanks again Leah,

    All sorted now.

    Steve

  • Mihir Paun Profile Picture
    Mihir Paun 5 on at

    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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