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Microsoft Dynamics CRM (Archived)

Closed on Date

Posted on by 5,005

Hi. all

i need to create a create a new custom field called Revised Closed on Date to hold the first closed date,

How to make a workflow to copy the closed on date into new custom Revised Closed on date field.

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  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Closed on Date

    this will be helpful

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Closed on Date

    Hi

    1. Please change the Scope to Entity (I am not sure whether you have set the right Form and using the same form for testing).

    2. for your condition

    How to make a workflow to copy the closed on date into new custom Revised Closed on date field.


    Please use as below:

    BusinessRuleCapture.PNG

    This should work.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Closed on Date

    Put a condition to check if Date value does not contain data in your Workflow before setting the date value

  • Verified answer
    sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Closed on Date

    any suggestions will be marked as verified

  • Verified answer
    sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Closed on Date

    i need a first closed on date but i am getting when i reactivate case and do some changes and close// its showing new closed on date but i need old closed on date which i got when i closed for first time

  • Verified answer
    sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Closed on Date

    yes

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Closed on Date

    Hope you activated the BR.

  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: Closed on Date

    it should work.Please check by activating.set scope to entity and check once

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Closed on Date

    2375.PNGi tried using business rule but its not showing

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Closed on Date

    You can use the condition

    Does not contain data

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