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Customer experience | Sales, Customer Insights,...
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Dynamics Portal Webform Step Condition Using Date

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I am creating a Web Form using Steps in Dynamics Portal.

I have a date only field on a step the user will put a date in. I need to use a condition when that step is submitted that works out if that date is 5 years or older from today.

For example todays date is 23 Apr 2021

If the date entered in the field is 20 April 2016 (5 years and 3 days ago) then this would pass the condition and move to the next step.

If the date entered in the field was 25 April 206 (4 years 362 day ago) then this would fail the condition and move to a different step.

Can you use this time of feature in the Step Condition?

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  • Community Member Profile Picture
    on at

    Hi Jonny,

    The syntax for creating the conditional expression does not allow for complex operations like “check if this value exists in another entity”. The conditional logic can really only check to see if a column (field) of the row (record) from the previous step equals a specific value.

     pastedimage1619426967446v2.png

    So you need use other ways to calculate years automatically and create a new field to store it, then use the new field as filter in the condition step.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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