T0 be Auto update Approve on Field

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Posted on by Asif Shaikh

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!!!

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LuHao 40,876 on at

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RE: T0 be Auto update Approve on Field

Hi Asif,

Don't forget to click Yes under the titles to mark the Verified Answer.

Thanks.
Asif Shaikh 70 on at

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RE: T0 be Auto update Approve on Field

Thanks for sharing info !!!!
LuHao 40,876 on at

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RE: T0 be Auto update Approve on Field

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'.