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How to Add a Calculated Date on a Date Field with Workflow

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How to Add a Calculated Date on a Date Field with Workflow

It's a very common request when creating or updating a record with workflow to populate a date field with a calculation. In this blog we will discuss how to do that. Since it is more common to want to set a date out into the future, will use the example of setting an appointment start time to be 3 days after the Account is created.

Let's get started!

1. In the workflow add a step to create an Appointment

2. Now click on Set Properties button. CRM will open a new window with a sample form of an appointment as shown below:

How to add a Calculated Date on a date field with workflow

 

3. Set focus on the Start Time field, since we need to set the date of this field through the workflow. This would change the options on the Form Assistant on the right side

4. In the Day dropdown, select 3

5. In the dropdown below that, select 'After'

6. Click on the Add button. It will show the selected options appear in the text area below

7. Click OK

 

How to add a Calculated Date on a date field with workflow

 

8. The Start Time field will be polluted with the calculation

 

9. After filling out any other desired fields on the Appointment, hit Save and Close and publish your workflow

This should set the date as required! We hope this blog was useful to you. Check out our main Dynamics CRM 2015 page for even more tips and tricks!

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

6 comments on “How to Add a Calculated Date on a Date Field with Workflow”

  1. Thanks for the post ...
    Bit worried about the pollution in ... "8. The Start Time field will be polluted with the calculation" 🙂

    1. Hi STeve - Thanks for the reply. By pollution do you mean potential instability or ?? I checked in to see if we have encountered any major issues with this approach and checked on two long term clients and so far ok. But the volume was not super high.

      1. Joe, sorry didn't make the smiley big enough ... I presumed you'd meant "will be populated with the calculation"

  2. Nice, but most people need to add somthing like 3 workdays, excluding weekends (and maybe even Holidays). Is there a way to do that too?

  3. Awesome tutorial. You used an Email in your example, and I know this works for a creation of a new record as well.

    In that case; Is there a way to set a date based off of a value from another field?

    In my case, I want to set a date field that is another date field plus the value of a numeric field?
    Example: End Date Field = Start Date Field + Timespan Field.

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