How to insert auto update date field in dynamics CRM? - dynamics-crm-2011

I've created an email template for case entity. I want to insert a date field in that template so that whenever user is going to use the template the date field must be updated. For example, I've inserted the date today and the user is going to use it on February 06, 2014. The field must be updated automatically and the updated date must be shown to the user.
How can I use this in to fulfill my requirements. or is there any work around?
Thank You.

As dynamic fields like the one you need cannot be added in an email template in the CRM (i believe it is not possible to add javascript into an html template),
you can achieve this with the following workaround:
In your email template add a string that will be easily recognizable and unique in the code. for example DATE.NOW
Then register an onchange event on the description field on the email form.
In the event replace the DATE.NOW string in the description field with current date generated, printed in desired format in javascript.

Related

Netsuite workflow condition pulling on date field was edited

I am trying to set a condition in a NetSuite workflow so it only triggers when the date of emp. Termination = today and the date that same field was edited also = today. This is what I have but it is not working:
(DECODE({systemnotes.field.id}, 'custentity_emp_termination_date',{systemnotes.date})={today}) and {custentity_emp_termination_date} = {today}
Thanks in advance!
{systemnotes.field.id} is not a real field. It implies a multi-level join (from current record to System note to Field), which NetSuite does not allow outside of SuiteAnalytics. The "Name of Field" can be viewed if you put "{systemnotes.field}" in a saved search to see how it is formatted since it'll have to be exact.
Replace the code with:
DECODE({systemnotes.field}, 'NAME OF THE FIELD',{systemnotes.date})

Orchard CMS Query Creation Date

I'm new to Orchard CMS and trying to create a query that will filter a list of upcoming events date. What I want to do is filter a list of upcoming events. I have set up a list and plan to use the creation date (setting the date to the event date) as filter. Where I have ran into an issue is getting the filter value to work. When I set the filter value to {DateTimeField.Date} for get the current date or any of the other date options, the filter does not work. It show all events. When I manually type in the value field "2014-08-20", it works. Any ideas of why I can not set the date to the current date?
I have also tried creating just a date field within the content definition and received the same issue as above. I do plan to create a Event End Date that will not show, but will be used to filter. I assume the value will be very similar though to what would be needed for the creation date though.
I am using Orchard CMS 1.8.0
Any help will be greatly appreciated.
The current date can be obtained in Token form like this: {Date}. That token itself can be modified as a date token. In particular, it can be formatted. In your case, because the filter will construct a HQL filtering clause from your expression, {Date.Format:yyyy-MM-dd} will put the current date into the right format.

How to trigger Javascript in CRM VIew Refreshing?

I create one javascript function For calculate the No.Of Days from created Date and show in one Field.
And I add that script in Form Load and as well Form Save Actions.It was Working Fine.
Now My question is,I need to trigger that javascript function grid's(view) refresh.Or I need to calculate and show the No Of Days Field without opening Form.
Now the noofdays field affected when the form will getting open.
I need noofdays field automatically updated From the Created on date?How to do this...Thanks in Advance
Trigger an javaScript function without opening the from is not possible.
If i understood correctly, you want to display the time period between the creation and current date in days.
If so:
A Solution would be:
On creation of the record the noofdays field will always be 1 or 0. However you look at it.
So you can fill that field on creation per default to 1 per Plugin, JS, or simply per workflow.
Now you need to update this field each day via workflow.
The workflow must retrieve all records, calcualte and update the noofdays field.
I reccomend to run this workflow after midnight.
The other solution: (I do not reccomend)
Create an Plugin which is registerd to the message "retrieve" and "retrieve multiple".
If the message is triggered, check if you are in the right entity and fake the output of the noofdays field or update it.

How to create lookup field for e-mail template entity?

I want to add new field on my custom form.
It should be 'Lookup' type and with target record type 'Email template'.
By default, CRM 2011 doesn't contains this entity in target records list.
Any suggestions?
Thanks!
I don't think you can do what you are looking for in that manner. If your goal is to ultimately send and email using the template you would have selected in your Lookup, you might try replacing it with an Option Set with values relating to your templates. Then in a workflow, you could check which item was selected in a Check Condition and then for each call the Send Email action specifying the template that corresponds to your selected value.
We have the same requirement for a client and managed to solved it. We built a Silverlight control that shows all the email templates and when clicked, it saves the GUID of the Email Template into a string field.
When the process runs to send the email it converts the string back into the GUID to get the Template record.

How to get the Current Date & Time Automatically to a Date Time Field

I have created a date time field I made today's date as the default value, Then I added it to a page layout and created a page, But the current Date Time is not picking up from the system.
I dont want to give the user to select a Date Time instead it should populated automatically
Is there anyway to achieve this without writing code in code behind files?
This is very similar to this question I think
SO - How to get Date and current time from the Date/Time column in SharePoint Custom list
My answer there gives a few options such as using the built in Created field, using a calendar template, a JavaScript hack and a custom field type.
Guys, fake [Today] trick worked for us - but prob is we only got the date value not datetime.
Janis, is it possible to get date and time both from the fake [today] column trick? pls refer few articles on the same
Does [Today] work?
If you have language pack applied to SharePoint, then you must use localized "Today" string.

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