Thursday, December 27, 2018

Create Custom Fields Where the Input Date and Time from an Automatic Date/Time Selection when Saved Becomes a Date/Time Entry

1. Create a new custom CRM field under Customization > Lists, Records, & Fields > CRM Fields > New  and set the following:
Label = First Arrival Time2
Type = Free-form Text
Applies to = Case
Under Display

- Set Subtab = Main
Under Validation & Defaulting;
           - Set Default Value = to_char({custevent7},'MM/DD/YYYY')||' '||to_char({custevent8},'HH24:MI am')
           -Set Formula = Checked
2. Edit the Custom Case Form under Customization > Forms > Entry Forms.
• Under Fields tab, drag First Arrival Time2 on top of the First Arrival Time field
• Change the label of First Arrival Time2 to First Arrival Time
• Uncheck the Show checkbox
• Hit Save.
3. Create the workflow under  Customization > Scripting> Workflows > New using the steps below:
Name = Hide Date and Time on Case
Record Type = Case
Release Status = Testing
Initiation on Update = Checked
Trigger Type = Before Record Load
4. Click on New State and set Name = State 1 then hit Save.
5. Click on State 1 on the left pane, then hit Edit.
6. Create 5 New Actions using Set Field Display Type and the settings below:

1. Trigger On = Before Record Load
Parameters > Field = First Arrival Date
Display Type = Hidden
2. Trigger On = Before User Edit
Parameters > Field = First Arrival Date
Display Type = Normal

3. Trigger On = Before Record Load
Parameters > Field = First Arrival Time
Display Type = Hidden

4. Trigger On = Before User Edit
Parameters > Field = First Arrival Time
Display Type = Normal

5. Trigger On = Before Record Load
Event Type = View
Parameters > Field = First Arrival Time2
Display Type = Normal

6. Hit Save.
7. The State 1 Actions should be listed as shown below under the Actions tab of the Workflow State:

Name / Parameters/ Trigger On / Event Type
Set Field Display Type / Date=Hidden / Before Record Load
Set Field Display Type / Date=Normal / Before User Edit
Set Field Display Type / Time=Hidden / Before Record Load
Set Field Display Type / Time=Normal / Before User Edit
Set Field Display Type / Date/Time=Normal / Before Record Load

NOTE: ({custevent7} and ({custevent8} are your custom CRM fields

 

1 comment:

  1. It is really a great work and the way in which you are sharing the knowledge is excellent.Thanks for your informative article
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