Friday, May 17, 2019

Ability for a custom field (Type= Checkbox) to capture the timestamp when it was checked on the transaction record.

This scenario can be resolved by doing the steps below:

 I. Create an Opportunity saved search.

            1. Navigate to Reports > Saved Searches > All Saved Searches > New.

            2. Click Opportunity.

            3. In the Criteria tab, add the filters below:

                        • System Notes : Field is Opportunity Checkbox      

                        • System Notes : New Value is T


            4. In the Results tab, do the following:

                        • In the Sort By field, add System Notes : Date.

                        • In the Columns tab, add the fields below:

                                    - System Notes : Date Maximum


            5. In the Available Filters tab, add this filter below:

                        Internal ID


            6. Click Save & Run.


II. Create a custom body field.

            1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.

            2. Give it a name (e.g. Timestamp)

            3. Type= Free-Form Text.

            4. Store Value= F.

            5. In the Applies To tab, set Opportunity= T.

            6. In the Display tab, set Subtab= Main.

            7. In the Validation & Defaulting tab, select the Opportunity saved search(created in Step I) in the Search field.

            8. Click Save.


If the user attempts to create a dummy Opportunity Record, check the custom field with Type= Checkbox > The system should be able to populate the time stamp when this field was checked.

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