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MS CRM 4 - How do i create an On Change Event to Time Stamp a field
Hello,
We're in the beginning stages of Learning / Using Microsoft Dynamics CRM 4.0. I'm would like to be able to Time Stamp a field within a case when then 'Status Reason' is change to 'In Progress'. I believe i would have to do some sort of Jave Script to get this to run however my knowledge of Java Script is fairly limited. I've created the entity with Case named 'new_inprogressstamp'. Any advise would be great. Many Thanks
We're in the beginning stages of Learning / Using Microsoft Dynamics CRM 4.0. I'm would like to be able to Time Stamp a field within a case when then 'Status Reason' is change to 'In Progress'. I believe i would have to do some sort of Jave Script to get this to run however my knowledge of Java Script is fairly limited. I've created the entity with Case named 'new_inprogressstamp'. Any advise would be great. Many Thanks
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ASKER
That's a nice little guide. However, would there also be a way of letting the work flow run and to make the field read only. I can't make the entity read only, and if i make the field read only on the form the workflow doesn't seem to work. Any ideas? or am i getting into more complicated scenerio?
Many Thanks for your help so far.
Matt
Many Thanks for your help so far.
Matt
ASKER
Hi Guys, Sorry, If i make the form read only the work flow actually is still working so that's all good.
Don't suppose i can do something clever and get it only to run once, i would like to keep the exisiting time stamp. Example: If the status goes from Not Started to In Progress, Time is stamped. However i presume that if this changes to say 'Visit Required' and then back to 'in progress' the time stamp will over write the existing time stamp. Can i stop this???
Cheers
Don't suppose i can do something clever and get it only to run once, i would like to keep the exisiting time stamp. Example: If the status goes from Not Started to In Progress, Time is stamped. However i presume that if this changes to say 'Visit Required' and then back to 'in progress' the time stamp will over write the existing time stamp. Can i stop this???
Cheers
ASKER
Hi Guys, sorted. I've added an additional line to the workflow to check the field if it contains data, if not the workflow will process. Thanks for the assistance. Matt
I think you should use plugins or workflows to achieve this. Javascript are not that reliable.
Plugis ---> Its synchronous process you updatye will happenwhen the record status is changing
You have more control but lot of programing
Workflow ---> asynchronous you can easily do that as shown above
Rakesh
Agarwal