CRM 4.0 WorkFlow Add to date RRS feed

  • Question

  • I want to create a workflow that will create a new record based on the current record.  I want to copy over all the fields but two.  These are two date fields.   I want to create the new records and set these date to one year from the current value in the date.  Can you do that in a CRM 4.0 workflow?



    Friday, November 2, 2012 7:27 PM


  • Hi Russ,

    Yes you can. In your 'create record' workflow step, in the form designer, if you click on one of your two date fields, you will be able to set the value to 12 months after either a date value you pass from a source field or the workflow execution date.


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Friday, November 2, 2012 10:21 PM