Saturday, December 22, 2018

Display Day of the Week and Date Together in a Custom Field

The steps below show how to create a custom transaction body field, which displays the day of the week and the current date:

  1. Navigate to Customization > Lists, Records, & FieldsTransaction Body Fields > New.
  2. Enter the field's name in the Label field.
  3. The Type of the field is Free-Form Text.
  4. Uncheck the Store Value check box.
  5. Mark the record(s) applicable on the Applies To tab.
  6. Click the Validation & Defaulting tab.
  7. Set the Default Value field to the formula below:
    SUBSTR((to_char({today}, 'Day')), 0, 3) ||' '|| {today} 
    Make sure the Formula check box is checked.
  8. Save.

Result: If today's date is 10/29/2012 the value of the field is Wed 29-OCT-2012.

Note: The formula can also be used for other kinds of fields like Entity, CRM and Item fields.

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