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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business rule - use cu...
Microsoft Dynamics CRM (Archived)

Business rule - use current date !

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Posted on by Patrick Jaehne 101


I would like to use a business rule in the Opportunities form to prevent a date field from being filled with a value that is in the past.
What is the best way to do this?


Thank you & Greetings
Patrick

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  • Verified answer
    Swetha Poojary Salaskar Profile Picture
    Swetha Poojary Sala... 326 on at

    Hi Patrick,

    Best ways is using javascript:

    function DateFieldValueChange(){

    var datefield= Xrm.Page.getAttribute("new_datefield").getValue();

    if(datefield!= Date.now())

    {

    // clear the field value and give error message

    }

    }

    Refer below link for reference:

    community.dynamics.com/.../set-date-as-today-using-business-roles

    Thanks,

    Swetha

    Please mark the answer as verified if it helped you.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    It is not possible to reference current date in a business rule. You can use above mentioned javascript if you want to restrict/validate on change.

    If it is okay to validate on create/ update then you can use Real Time Workflow which triggers on create/ update and checks the date with the current execution time. if it is less then Stop the workflow as cancelled and disaply error.

    survivingcrm.com/.../

    Hope this helps.

  • Verified answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Patric,

    You cant compare date using business rule. Anyway you could use js to validate it.

    Please refer below code for your reference:

    var DateValue = Xrm.Page.getAttribute("fieldlogicalaname").getValue();

           if (DateValue != null) {

               var today = new Date();

               var todayyear = today.getFullYear() + "";

               var todaymonth = (today.getMonth() + 1) + "";

               var todayday = today.getDate() + "";

               var datepublishyear = DateValue.getFullYear() + "";

               var datepublishmonth = (DateValue.getMonth() + 1) + "";

               var datepublishday = DateValue.getDate() + "";

               var todaydate = new Date(todayyear, todaymonth, todayday);

               var datepublish1 = new Date(datepublishyear, datepublishmonth, datepublishday);

               if (datepublish1 > todaydate) {

                   Xrm.Page.getAttribute("fieldlogicalaname").setValue(null);

                   Xrm.Page.getControl("fieldlogicalaname").setNotification("Date should not be greater than today.");

               }

               else {

                   Xrm.Page.getControl("fieldlogicalaname").clearNotification();

               }

  • Patrick Jaehne Profile Picture
    Patrick Jaehne 101 on at

    Hello, thanks for the answers.

    I have now created a field in which the current date will be entered. (OnLoad form)

    Now I can check if other date fields are in the past and display an error message.

    Unfortunately the error message is not displayed when opening the form because the script is too late to say so.

  • Martin Donnelly Profile Picture
    Martin Donnelly 1,030 on at

    to pop a message for old records (assuming the date limit is createdOn not NOW) you might be able to compare the field to the createdOn in a business rule.  I would be careful about using == between datetime values.  It's almost impossible to be true.

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