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Microsoft Dynamics CRM (Archived)

Comparing Date Values From Two Different Entities

Posted on by Microsoft Employee

Hello,

In a workflow, can I compare the created-on date of related records in separate entities and then update the status on one of them? I’m trying to write a workflow that will change the status reason of a lead when the created-on date of a related entity record is different from the lead created-on date. For example, if the lead created on date is less than my custom entity record created on date, then change the lead status reason. I’ve been trying write a workflow to do this without success. Can this be done?

 

Thanks so much!

David

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Comparing Date Values From Two Different Entities

    Hi David,

      you can't compare fields in the workflows.

      Either try creating a calculated field and use it in the condition, or develop a custom workflow activity to do the comparison and to return a boolean value, for instance:

    msdn.microsoft.com/.../gg309745.aspx

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