1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Create the Custom Fields
- Custom Field 1.
Label = Date Created
ID = _datecreated
Type = Date
Store Value = T
Applies To = Customer
Display > Subtab = Main - Custom Field 2.
Label = Date Closed
ID = _dateclosed
Type = Date
Store Value = T
Applies To = Customer
Display > Subtab = Main - Custom Field 3.
Label = Days Open
Type = Date
Store Value = F
Applies To = Customer
Display > Subtab = Main
Validation and Defaulting > Formula = T ; Formula field = ({custentity_dateclosed}-{custentity_datecreated})
3 . Pull up any Customer record > Fill out the custom fields. For example:
Date Created = 9/1/2012
Date Closed = 9/3/2012
4. Click Save.
5. Days Open field should show the value of 2.
No comments:
Post a Comment