How would I ensure the date field autopopulates on the moment I create a new case/task/call, etc?
Rather than having to click and select each time it would be nice to reduce one or two clicks by auto-populating the date fields.
Admin > Studio > Calls > Date Start > Add default value to it > Save
Do same for all fields of your choice.
Thank ypou Hash,
I can set the Default Value to "Today" but it requires me to set a time value. I need it to set time as "now". Is that possible? The case closes the same time as it opens.
Which SugarCRM edition and version are you using?
Although DateTime fields allow you to set a default value of today, you still have to specify the default time value. If you are using Sugar Professional or above then you could set this field via the use of a workflow that upon creation of a Task/Call/Case, sets this field to be 1 minute from the date the record was created.
You could then potentially make it so that this field cannot be set/altered via the use of a Role, or you could even make it so that it cannot be seen (this can be done differently depending on whether you are on version 6 or 7).
I hope this helps.
What would work better is being able to default the DateTime value to now when the form is open for record creation for the first time and allow users to adjust. A workflow changing the DateTime on save would not be intuitive.
Can anyone show how to achieve this?
I'm not sure if i've understood what you're after but...
The 'Date Created' field will display the Date/Time the record was created. You could create another field that is a 'Date' field, and set it to equal the Date/Time field:
The date created field is probably not the best example. We do not want to alter this date. The ones we are interested in are datetime fields for start and end dates on a Task. By default when a user wishes to create a record we want to default the start time to now and the end time an hour later. Users are then freely allowed to adjust if needed.
Ah, i see
The 1st bit is easy, make the start date equal the date created. The due date should be set by a workflow but the workflow treiggers are in increments of 4 hours. I've looked around the system but i can't fiind the a drop down that the list comes from :-(
Sorry, i've drawn a bit of a blank now!
will work but hard to explain to end users that everything will happen automatically without seeing it "before save"... also you lose the possibility to set somethinge than "now"...
Just a thought, but a work around that could give you more information could be:
set the start date equal the date created
rename the end date to Est. end date and use a formula to calculate plus 1 hour
Create an Actual end date field that users can fill in.
Kind regards John
I have encountered this problem many times and the default option has never addressed the requirement adequately. So I create a very simple workflow, that has a condition (e.g Sales Stage = Closed - Lost) and then an action in the workflow to populate for example, the Date Lost field 0 days from triggered date. Works every time.
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