Microsoft Dynamics CRM (Archived)

Set Date as today using business roles

(1) Share

Report

Posted on by Community Member Microsoft Employee

Hi All,

i just need the simplest way to set a date field to be NOW when another field's value changes

i prefer if there is a way using business rules.

Your help is appreciated

Thanks

*This post is locked for comments

All responses (18)

Answers (3)

ATAAAY 8 on at

Like (0)

Report

Set Date as today using business roles

You can Set the Date to Modified On so it takes the current date
eSBe 97 on at

Like (0)

Report

RE: Set Date as today using business roles

It actually does work if you create the Business Rule where if there isn't a value in that field, then it will be set to TODAY. This ensures that when a new record is created and you leave it blank, it will be set to today.
Boudewijn 47 on at

Like (0)

Report

RE: Set Date as today using business roles

@Rory It is ootb, but I find this just a little bit a dirty way to do stuff :) And it does not work when you create a new record
Suggested answer

Rory - Work2B 30 on at

Like (1)

Report

RE: Set Date as today using business roles

Hi,

I Know it is a old topic but I also ran into this issue. What I've done is created a calculated field "Today' With Now() and setup the dynamics business rule, when it' meets my conditions than I set the field value with this calculated field. So there is no PowerAutomate (Flow) or Java needed.

Greetings,

Rory
Sumit Desai 66 on at

Like (0)

Report

RE: Set Date as today using business roles

can we set hard coded value to the field? if yes then How?
Community Member Microsoft Employee on at

Like (0)

Report

RE: Set Date as today using business roles

Rabul Tiwari suggestion using a calculated field is not working. The Date field will always show todays date/time.

I was also looking for a smarter way than workflow but going with a workflow is the best practice, if script is not an option.
Suggested answer

Community Member Microsoft Employee on at

Like (2)

Report

RE: Set Date as today using business roles

Create a new field as Calculated Type

Data Type Date and Time

Field Type Calculated and Select edit

and in Action

Set Field Name to Now();

Behavior User Local
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report
RE: Set Date as today using business roles

Here is what I did for a similar situation (NO CODE).

Created a real time workflow. (To work after a record is created)

Check condition, where due date doesn't contain data.

Set due date to modified date.

Please mark as answer, if this helped.
Suggested answer

Community Member Microsoft Employee on at

Like (1)

Report

RE: Set Date as today using business roles

You can simulate onChange events in your business rules or calculated fields with some creativity.

Mind that this only works if you want the datetime field to be populated based on one field changing, if you want it to run on multiple possible field changes, it wont work and I wouldnt recommend using below method, because it will create an overkill on fields.

If there is just one field however, you can copy the old field’s value to a new field (both fields should be of the same type) with a workflow on change of the old field (before change). Create a Calculated Date-Time field, which states if new value of old field does not equal the value of the new field (=change) set the datetime to Now().
Tuan 65 on at

Like (1)

Report

RE: Set Date as today using business roles

Agree with AlaaMoh89 this should be fixed by MS. Something simple like: when there's no datetime specified in Value, the default datetime is Now datetime.