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Microsoft Dynamics CRM (Archived)

How to set up a due date task bigger than 24 month in a workflow ?

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Posted on by

Hello,

I created a workflow running when the status reason of my order process has the value "Complete". Then, this workflow create a follow up task and I want that the due date of this task is set to 7 years after the status change. But the maximum I can choose is 24 month in the combo box ! How can I automatically create a record with a due date bigger than 2 years ?

Thank you in advance for your answers.

CreateTask.JPG

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  • Verified answer
    Divyang Shukla Profile Picture
    355 on at

    Hi Fabian,

    If you would like to set due date more then 24 months, in that case you would have to write custom workflow/plugin. Please refer link for your reference, msdn.microsoft.com/.../gg509012.aspx

    Or

    You have to create 1 temp date field in Order Form and calculate date using JavaScript, and update in Task form using Workflow.

    Best Regards,

    Divyang

  • Verified answer
    PS Profile Picture
    23,577 on at

    Hi Fabian,

    Follow the steps below:

    Step 1: Create a calculated field on your order form, of type Date & time

    5775.4.PNG

    Put a condition, if status reason=complete

    160136.1.PNG

    Now create a workflow for task

    2161.3.PNG

    Set follow up date of order, as Due date of task

    5775.4.PNG

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