Create Fields that show when a Transaction/Record was created

Create Fields to show Date when a Transaction/Record is Created

 

Transaction RecordCreateDate

 

1.  Navigate to:

Customization > Lists, Records & Fields > Transaction Body Fields/ Item Fields / CRM Fields > New

 

2.     Fill in Label.

 

3.      Store Value = F

 

4.      Type = Date

 

5.      Applies to Tab = to theTransaction/Record this should be applied to.

 

6.      Validation and Defaulting Tab > Default Value =use Formula {createddate}

 

7.      Formula = T

 

8.      Save.

 

 

Entity Record DateCreated

1.  Navigate to:

Customization> Lists, Records & Fields >Entity Fields > New

 

2.     Fill in Label

 

3.      Store Value = F

 

4.      Type = Date

 

5.      Applies to Tab = to the Entityrecord this should be applied to.

 

6.      Validation and Defaulting Tab > Default Value = use Formula {datecreated}

 

7.      Formula = T

 

8.      Save