70
Hello all,
I have one scenario on account object i have to fields one is { CRM approval status } and second is ( Approved On ) my issue is whenever CRM approval status changed to Approved the Approve on filed should be auto update with date and time when the record CRM approval approved so kindly anyone suggest how to achive this!!!
Thanks for sharing info !!!!
Hi Asif,
We can use workflow to implement it simply.
Here is a demo.
There are to fields on my Account form, option set field 'CRM approval status' with options A,B and C, date and time field 'Approve on Time'.
I would the field 'Approve on Time' should be auto update with the time when the field 'CRM approval status' is changed to B and C.
1) Create a workflow of Account entity, select Scope as Organization, select Start when as Record fields change, select the field 'CRM approval status'.
2) Add a step - Check Condition, set the field 'CRM approval status' equals B,C.
3) Then add a step - Update Record, set the field 'Approve on Time' to Dynamics Value, Process, Execution Time.
4) Activate this workflow.
Since the Execution Time of the workfloww process is approximately equal to the change time of the field 'CRM approval status', it can be used to represent the field 'Approve on Time'.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (