Create a record based on From date and To Date in CRM 2015 Plugins RRS feed

  • Question

  • Hi all

    in my account screen i have two date field from date and Todate and i have one child entity member when i am creating a
    new account then based on from date and to date number of child record should be created
    for example in account screen
    if from date=2/1/2015 and 
       To date=31/03/2015

    then number of child record should be created
    in this manner 
    from date      to date 
    2/1/2015       31/01/2015
    01/02/2015     28/02/2015
    1/03/2015      31/03/2015
    Tuesday, April 7, 2015 7:52 AM

All replies

  • Hi,

    OK. It seems you want to create 3 records (custom child entity) where the first has the same From Date as the Account and goes up to the end of the month, and the other records go from there.

    This logic can be implemented via a Plugin that could run on the create and update of these fields on Accounts. From the Plugin, you can set up the logic and fill the records with the necessary information.

    Tuesday, April 7, 2015 12:07 PM