Hi
There are serval ways to achieve this.
First way:
As Naveen Ganeshe said, you can create a workflow and set value of Effective From fields form Created On, set value of Quote Expires On fields from 2 Months after Created On.
Steps:
- Navigate to Advanced setting and click Processes.
2. Create a new process and select Quote entity.
3. Create a Check Condition to check these fields are empty or not.
4. If they’re empty, set the value of them.
5. Save and activate it.
6. Navigate to Quotes in the Sales Hub, new a quote for test.
7. Wait for a moment and refresh:
Second way:
You can create an On Save event on your Quote’s form. Then use Client API to set the value of Effective From and Effective To fields.
Steps:
1. Navigate to the Tables and click Quote table, click the form you used.
2. Navigate to the Form libraries to new a libraries.
Below is my sample code, you can refer to it.
function formOnSave(executionContext){
var formContext = executionContext.getFormContext();
var effectivefrom = formContext.getAttribute("effectivefrom").getValue();
var effectiveto = formContext.getAttribute("effectiveto").getValue();
if(!effectivefrom && !effectiveto){
var date = new Date();
formContext.getAttribute("effectivefrom").setValue(date);
date.setDate(date.getDate()+60);
formContext.getAttribute("effectiveto").setValue(date);
}
}
3. New an On Save event with that library, save and publish it.
4. Navigate to Quotes in the Sales Hub, new a quote for test.
5. Result.
Regards,
Steve Zhao
Please mark as verified if the answer is helpful.
