Set Date Format in New Self Service Portal

By | December 3, 2019

Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them. Also, we can control the data which needs to be shown to the customer in self-service portal.

In our previous blog, we have explained how to add Calendar control in New Self Service portal. Below is the link for your reference.

Related Post: Add Calendar control in Self Service Portal

In this blog, we will explain you how to change the date format of date fields in New Self Service Portal. The date format of date field behaves differently based on the screen type. For e.g. If you are using date field in the New record screen then with the help of jQuery you can make changes or if you have added it in the search screen then you need to make changes in the Sage CRM User configuration. We will discuss these 2 approaches separately in the below section.

  • Date field added on New Record Screen : If you have added a date field in the new record screen, then we have to make changes in the jQuery file. This jQuery file is included as a reference in the Main Page i.e. Index.asp page. Please refer below screenshot.
jQuery File Reference
jQuery File Reference

Open the “jquery-ui.min.js” file from “<CRMSelfservice Directory>\script\client\” folder (here you need to check your local machine/server directory path/folder where Self Service Portal is installed). Find the “dateFormat” parameter in this page and specify the date format as per your need. Please refer below screenshot for your reference.

Date format setting in jQuery file
Date format setting in jQuery file

  • Date field added on Search Screen: If you have added date field in search screen then it takes reference from the date format set in the User Configuration in CRM. To change the same follow below steps.
  • Login to Sage CRM.
  • Go to Administration -> Users -> User Configuration -> Change.
  • Set the value in “Default user date format” field as per your need and save.
Date format setting in User Configuration
Date format setting in User Configuration

Once you make the above changes, you will be able to view the new format of date fields in the Self Service portal.

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