I need to trigger a workflow on record change and if the scheduled date-time is in in the Month of December. Is this possible without a custom workflow?
Unfortunately, I don't believe you can do this with out of the box CRM. Your best bet is to use something like CRM DateTime Workflow Utilities
You can get the date as a UTC string and search for the month (something like "-12-") in that string.
Related
I am currently building an out of office workflow in Microsoft powerautomate for Teams. When a request for 8/19/20 gets submitted it gets changed to 8/20/20 and same thing with the end date. Is there a way to set a it so it shows the actual dates selected?
So i think this is happening due to Default UTC time zone is used by Power Automate. Here is a flow that uses the Convert time zone action with a base time of utcNow(). Convert the time to needed timezone and then used an Update item action to update a date field with that converted time value. The correct time shows up in my SharePoint list
Hope this may help you.
I am working on an entity view that displays billing records with associated date. This date field needs to be displayed as "Month - Year". Unfortunately, I am not able to find a way to format this date field outside of modifying the entity and even then, I only have the option for date only or date and time.
I have noticed that I can select the field and click on Change Properties. There I have "Web Resource" and Function Name. I have tried creating a web resource with a function that returns some data. Set everything up, saved and published. This function is not even found in dev tools. Only examples that I have for it are dealing with using this method for icons:https://www.c-sharpcorner.com/article/view-customization-with-javascript-in-dynamics-365/
In another example the suggestion is to use calculated fields, but this would cause me to lose date sorting and filtering on the form.
That view-based JavaScript seems to be to choose an icon. I'm not sure it would allow you to reformat actual data in the view. And if you're looking for assistance with trying to do that, you'd probably get more help if you posted the code.
Besides the JavaScript approach, you might want to think about creating a separate text field to hold the "Month - Year" value. Then you could use a workflow, plugin, or JavaScript to populate it when the datetime field changes.
One of the free workflow tool packages (Jason Lattimer's, Aiden Kaskela's, or Andrew Butenko's) probably has the ability to parse the date so you can format the month and year, and store the string in the separate field. This would be a no-code option.
Alternatively, you could write a plugin to reformat the datetime values and register it on the RetrieveMultiple message of the entity.
I'd probably go with a separate field and an off-the-shelf workflow utility to populate it.
There are several ways:
1. Setting->Administration->System Setting->Format->Customize,
2. http://prntscr.com/ph42nc,
3. or use on load with js to change date format more on this subject here: How to change date format in JavaScript
I have created email workflow which will trigger biweekly. I have to show To Date-From Date in the email body based on the record Created On field. I am not using any custom code, as I am new to dynamics and don't have developer background. For To date, I can use record Created On field but how to calculate End Date based on Created On.
If End Date is always a set amount of time after the Start Date, you can specify this in an update step of the workflow. For example, you can set it to 14 days after the Start Date:
You can also use the date when the workflow runs:
I am using Microsoft Dynamics 365 Web API approach to interacting with CRM data.
Here I want to update the field with type: DATE and TIME.
Date value I am passing in the request body is as below:
"packfirstday":"1-15-2018"
Except for above, I have also tried with DateTime and with different date formats.
e.g.
mm-dd-yyyy
m-dd-yyyy
mm/dd/yyyy
yyyy/mm/dd
yyyy-mm-dd
PS: I try to post without date field it is saving details successfully.
The problem is not with the code, the simple misunderstanding.
There are 2 components namely Behavior & Format. You have Format set as 'Date only' not the Behavior. Behavior decides the Database terms whereas Format is used for displaying datepicker controls in Form.
So when you set the field in web api with only date part - the CRM database expects time part also.
Either set behavior also as date only, so this will work:
"packfirstday":"2018-01-15" //YYYY-mm-dd format
Or change your code to pass time part also:
"packfirstday":"2018-01-15T11:10:00.000Z" //UTC offset
Since user local behavior still expects the time part.
I have sheet in Qlik Cloud, where I have dataset from whole month. I would like to filter this dataset by date or time - 1 day, 1 week, 12 hours... column with date/time in format yyyy/mm/dd hh:mm:ss is in dataset for each row. Is possible insert some calendar? Or have you any idea?
Thanks for your answers ;)
Provided that your data is loaded correctly, drag the field directly onto the sheet. This will create a look-up box that can be searched.
You can see if the field has been identified correctly as a date as it will appear like this on the field selector
Another Option
Create a filter box option and add your date field to it, the benefit of this is that you can have multiple filters in one place. Allowing users to pick the part of the date relevant to them. For example showing the year field, the month field and the date field in one
one more option
Using non-standard Qlik extensions you can achieve the functionality that you require. SenseDateRangePicker is an extension that provides extended date selection functionality.