Hello everyone! In Sage CRM date fields helps user to track when a particular record is been created or updated. Some additional date fields like closing date on opportunity or Due date on communication plays vital role in defining business logic and escalation as well.
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Consider a business scenario where an opportunity target close date should be set to after 3 months from opportunity open date. For example if I create an opportunity with open date say 1 Jan, 2020 then target close date should be set to 1 April, 2020. Which might be pretty simple when you follow the below steps.
1. Read value of Opportunity open date
2. Add 3 months with the current date value
3. Store the Calculated date into Closed by field.
//Read value of opportunity open date field
var sOpenDate =new Date($('#oppo_opened').val());
//add some months to the date
var ClosedDate= new Date(sOpenDate.setMonth(sOpenDate.getMonth()+3));
$("#oppo_targetclose").val(ClosedDate);
But this will still not allow user to Save the opportunity record instead display validation message related to Incorrect Date format.
This is because we have not added anything to handle the date format. Hence, in our blog we will explain how you can add Date Format. Just go ahead and add the below function to you ClientFunc.js.
function FormatDate(pmDate)
{
dateFormat = crm.CurrentUser.userpref_dateformat.toLowerCase();
console.log(dateFormat);
var mm = pmDate.getMonth() + 1;
var dd = pmDate.getDate();
var year = pmDate.getFullYear();
if (dateFormat == "mm/dd/yyyy")
{
if (mm < 10)
{
if (dd < 10)
{
FormattedDate = "0"+mm + "/" + "0" + dd + "/" + year;
}
else
{
FormattedDate = mm+"/" + "0" +dd + "/" + year;
}
}
else
{
FormattedDate = mm + "/" + dd + "/" + year;
}
}
if (dateFormat == "mm.dd.yyyy")
{
if (mm < 10)
{
if (dd < 10)
{
FormattedDate = "0"+mm + "." + "0" + dd + "." + year;
}
else
{
FormattedDate = mm+"." + "0" +dd + "." + year;
}
}
}
else
{
FormattedDate = mm + "." + dd + "." + year;
}
if (dateFormat == "dd.mm.yyyy")
{
if (mm < 10)
{
if (dd < 10)
{
FormattedDate = "0"+dd + "." + "0" +mm + "." + year;
}
else
{
FormattedDate = dd+"." + "0" +mm+ "." + year;
}
}
}
else
{
FormattedDate = dd + "." + mm + "." + year;
}
if (dateFormat == "dd/mm/yyyy") //dd/MM/yyyy
{
if (mm < 10)
{
if (dd < 10)
{
FormattedDate = "0"+ dd + "/" + "0" + mm + "/" + year;
}
else
{
FormattedDate = dd + "/" + "0" + mm + "/" + year;
}
}
else
{
FormattedDate = dd + "/" + mm + "/" + year;
}
}
return FormattedDate;
}Next, update your code to include the above date format function.
//Read the Opportunity open Date
var sOpenDate =new Date($('#oppo_opened').val());
//add some months to the date
var ClosedDate= new Date(sOpenDate.setMonth(sOpenDate.getMonth()+3));
ClosedDate= FormatDate(ClosedDate);
$("#oppo_targetclose").val(ClosedDate); Now you can see that Closed By field value is set in Standard Sage CRM format, refer below screenshot:
Now, you can handle any date format by using the function. Hope this information helps.
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