{"id":6852,"date":"2014-02-10T11:40:36","date_gmt":"2014-02-10T11:40:36","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6852"},"modified":"2025-01-09T11:01:03","modified_gmt":"2025-01-09T11:01:03","slug":"setting-default-date-time-while-progressing-through-sage-crm-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/10\/setting-default-date-time-while-progressing-through-sage-crm-workflow\/","title":{"rendered":"Setting Default Date Time while progressing through Sage CRM Workflow"},"content":{"rendered":"

Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM<\/a>.
\nGUMU Sage 100 :<\/strong> Creating Order with existing Opportunity in GUMU Integration
\n<\/span><\/a><\/span>
\nWe will now move a step ahead. Let\u2019s take a scenario where the data entry operator needs to set current date time in one of the Date Time fields which are present in Sage CRM workflow. In such a case, can we automate the task so that there is less amount of time spent on feeding the data in?
\nYes, let us see how.<\/span>
\nWe need to set the current date and time in the Case Closed field whenever case regression test is marked as pass through workflow rule by quality control personnel. On workflow rules, we can set Date field values using the “Set Column Value” action.\u00a0 To set current date time, one can simply add 0 in Value field as shown below.
\n\"Setting
\nHere 0 will act as current date time.
\nNow if you need to set (current date + 1) into date time field, then you will be required to use (1 day=1440 minutes) into the value field.<\/span>
\nIn the above scenario, you can easily use create script code but the lines of code will increase as you need to get the current date and time and convert it according to user date format and finally set the value in the field.
\nIf you would like a script developed as per your specific business requirement, please drop us an email at crm@greytrix.com<\/span>
\nAlso Read:
\n<\/b>1) <\/b>Set Default Status Value for Communications and Cases
\n<\/a>2) Date Format with Suffix
\n<\/a>3) Disable Date Time Picker in Sage CRM v7.2
\n<\/a>4) Closed, Target Close, and Closed By fields in CRM
\n<\/a>5) Date fields in task and appointment<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU\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":[83,103,104,105,332,336,337,438],"tags":[924,926,942,2010,2030,2031,2033,2604],"class_list":["post-6852","post","type-post","status-publish","format-standard","hentry","category-crm72","category-date","category-date-time-picker","category-date-validation","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-worklfow","tag-date","tag-date-time","tag-default-value","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-workflow"],"yoast_head":"\nSetting Default Date Time while progressing through Sage CRM Workflow - 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\/2014\/02\/10\/setting-default-date-time-while-progressing-through-sage-crm-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Default Date Time while progressing through Sage CRM Workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. 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