{"id":1114,"date":"2012-02-20T09:29:03","date_gmt":"2012-02-20T09:29:03","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=1114"},"modified":"2012-02-20T09:29:03","modified_gmt":"2012-02-20T09:29:03","slug":"checking-if-a-date-field-is-empty-in-workflow-javascript-condition","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/02\/20\/checking-if-a-date-field-is-empty-in-workflow-javascript-condition\/","title":{"rendered":"Validation of Workflow Rule based on Date field value"},"content":{"rendered":"

For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients; however large number of users using it was clicking it before 3 days after closure. Hence we had decided to implement the workaround so that the Rule will be visible only when 3 days are passed after closure. We followed below steps to put the below script on workflow rule to perform the validation.<\/p>\n

    \n
  1. Go to the Administration\u00a0| Advanced Customization\u00a0| Workflow.<\/li>\n
  2. Click on the your \u201cOpportunityWorkflow<\/strong>\u201d<\/li>\n
  3. Click on the \u201cEdit Workflow<\/em><\/strong>\u201d button.<\/li>\n
  4. Then click on the rule name that you want to apply the condition<\/li>\n
  5. Then put the below script in the \u00a0rule name of the Javascript Condition<\/strong>:
    \nvar dOppoClosed=””;
    \ndOppoClosed = new String(Values(“oppo_closed”));
    \nif(dOppoClosed==”null” || dOppoClosed==”Undefined”)dOppoClosed=””;
    \n\/\/’If date is blank then rule appeared else not appear
    \nif(dOppoClosed == “”)
    \n{
    \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Valid=true;
    \n}
    \nelse
    \n{
    \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Valid=false;
    \n}<\/li>\n
  6. Click on the \u201cSave<\/em><\/strong>\u201d button.<\/li>\n
  7. Click on the \u201cActivate Workflow<\/em><\/strong>\u201d button.<\/li>\n<\/ol>\n

    This content explains how you can validate date fields to apply some conditions on workflow actions.<\/p>\n","protected":false},"excerpt":{"rendered":"

    For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients;\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,438],"tags":[2604],"class_list":["post-1114","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-worklfow","tag-workflow"],"yoast_head":"\nValidation of Workflow Rule based on Date field value - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/02\/20\/checking-if-a-date-field-is-empty-in-workflow-javascript-condition\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Validation of Workflow Rule based on Date field value - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). 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