{"id":20157,"date":"2018-09-10T10:55:27","date_gmt":"2018-09-10T10:55:27","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20157"},"modified":"2019-07-11T04:47:30","modified_gmt":"2019-07-11T04:47:30","slug":"populating-default-date-field-values","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/populating-default-date-field-values\/","title":{"rendered":"Populating Default Date Field Values"},"content":{"rendered":"

Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM<\/a>. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes\/functions in order to customize the Date field\u2019s functional behavior.<\/p>\n

New Post: <\/em><\/strong>Generate Unique Reference Number in Custom Field using Workflow<\/a><\/p>\n

One of our Customer walked in with a requirement where he needed to auto-trigger a follow up mail, post 7 days of a particular process stage. This clearly describes that we had to store two Date values; i.e. \u2018Current Date\u2019<\/em> as in when the record was progressed to a particular workflow stage and \u2018Follow up Date\u2019<\/em> as in on which date the Follow up mail must be triggered. This calls for some scripting through JQuery, JavaScript etc.<\/p>\n

However in Sage CRM<\/a>, such points can be handled by setting an appropriate column value. To do the same, follow below steps \u2013<\/p>\n

    \n
  1. Login to CRM<\/strong>.<\/li>\n
  2. Create a Dummy Date<\/strong> (Follow up Date Field)<\/em> field in respective Entity for e.g. Opportunity.<\/li>\n
  3. Add this field on the respective workflow stage of Opportunity, where it should auto – calculate the 7th day from the Current Day.<\/li>\n
  4. Through the Set Column Value<\/strong> action on workflow, set the field value as \u201810080\u2019<\/strong>. Below is the screenshot of the same.
    \n\"\"<\/li>\n
  5. Save and Activate the workflow.<\/li>\n<\/ol>\n

    Whenever the user will progress the opportunity workflow, Follow up Date will be auto \u2013 set in the database.<\/p>\n

    Similarly, we can set below integers which helps in setting column value as below \u2013<\/p>\n

    0 = Current Date
    \n30 = 30 minutes into future
    \n10080 = 7 days into the future
    \n129600 = 90 days (3 months) from now.<\/p>\n

    About Us<\/strong><\/span>
    \nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes\/functions in order to customize the Date field\u2019s functional behavior. New Post: Generate Unique Reference Number\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65,68,73,103,155,269,325,332,421,438],"tags":[3593,2135,3595,3594],"class_list":["post-20157","post","type-post","status-publish","format-standard","hentry","category-codeless","category-column","category-configuration","category-date","category-fields","category-opportunity-sage-crm","category-run-stored-procedure","category-sage-crm","category-validate-script","category-worklfow","tag-populating-default-date-field-values","tag-sage-crm-workflow","tag-set-column-value-action-on-workflow","tag-set-column-value-in-sage-crm-workflow"],"yoast_head":"\nPopulating Default Date Field Values - 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\/2018\/09\/10\/populating-default-date-field-values\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Populating Default Date Field Values - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. 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