Customizing the Date field using JQuery in Sage CRM

By | December 6, 2017

Working with Date field values on Client side scripts has always been quite difficult task. Moreover, JQuery has taken up the Sage CRM customization to the higher level as it has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will like.

New Stuff: Sales site selection on Quote/Order for a Customer – GUMU for Sage CRM – Sage X3

Now, one of our customer walked in with the requirement that he needed to capture date values in the format of MMM – YYYY i.e. OCT – 2017 in order to capture Products Manufacturing and Expiry dates. How this can be done?

With little tweaking with JQuery it was possible to display dates in said format. Here is how this can be done.
1. Create one text field in CRM. i.e. oppo_expirydate
2. Create a JavaScript page (e.g. MonthYearPicker.js) with below jQuery Code and Copy it under “<installation path>”\WWWRoot\js\custom” folder.
function AddMonthYearPicker(sFieldId)
dateFormat: ‘M yy’,
changeMonth: true,
changeYear: true,
showButtonPanel: false,
showOn: ‘button’,
buttonImage: ‘/’+crm.installName()+’/Themes/img/ergonomic/Buttons/calCalendar.gif’,
buttonImageOnly: true,
onChangeMonthYear: function() {
var month = $(“#ui-datepicker-div .ui-datepicker-month :selected”).val();
var year = $(“#ui-datepicker-div .ui-datepicker-year :selected”).val();
$(this).val($.datepicker.formatDate(‘M-yy’, new Date(year, month, 1)));
$(“#”+sFieldId).focus(function () {
my: “center top”,
at: “center bottom”,
of: $(this)
3. After following above step. Go to screen and add below lines in Custom Content or call “AddMonthYearPicker” function with field id on Screen load.
4. Once done, execute Metadata refresh and check.

Now, you can see that on clicking the Date picker icon in front of text fields show only the Month and Year values.
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