Method:Classic General Q&A

Re: Date format in email templates

Method_Greg — Wed, 10 Sep 2014 17:02:11 GMT

Hello Gregg,

Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields

Make a new field. Say EmailStartDate that is a DateTime. Click Add Field > Finished Editing Fields.

Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.

Assuming you have done a straight copy of the Activity screen, go to the screen designer for the page. Mine is CRM_NewActivity(2). Find the first Save button in the first section. Click Edit and go to the action list. Add the Date function (see Aushido's post) and an Update Field in Table action. (You can do an Enter Value Into Field On Screen action. You would need to put EmailStartDate on the screen and hide it. Also, the action would have to go before the Save All Sections action in the Save button.). Move both actions before the Save All Sections action in the Save button. Click Publish.

Here is the Update Field in Table action. It gets the current record from the Activity table and adds the date with the formatting defined in the Action Result.

Here are the two actions together.

Step 3: Add the field to the email template using Activity.EmailStartDate.

Re: Date format in email templates

RadioGuru — Wed, 10 Sep 2014 15:35:04 GMT

Maybe it’s because I am a newbie, but I can’t make this work.

Could you break it down into steps for me, something like this:

* Step One: Go to Customization>Tables/Fields>Activity>Edit Fields>Make new field (I got that far!)

* Step Two: Etc.

Your instructions below assume a lot of previous knowledge I just don’t have…YET! (But I am learning fast and I’m blown away by what we can do…)

When you say below things like “You will then insert the Action Result into the custom field you created on the Activity table” – I just have no idea how to do that.

Thanks, Gregg

Re: Date format in email templates

Method_Audisho — Wed, 09 Jul 2014 15:30:58 GMT

Hi Gregg,

Sorry for the delayed reply. The first thing you will want to do is create a custom field in your Activity table to store the new date format. In order to change the date format, you will need to retrieve the DueDateStart from the Activity table for the record you are working on. You will then need to use the Date Function to format the date the way you would like and store it in an Action Result. In your case it would be “MMM dd, hh:mm tt”.

You will then insert the Action Result into the custom field you created on the Activity table. You can then insert the custom field into your email template.

-Audisho

Date format in email templates

RadioGuru — Sun, 29 Jun 2014 20:11:11 GMT

Hi...

Is there a way, in an email template, to change the format of the date and time when using the field Activity.DueDateStart? Currently, the format gives us Jun-30-2014 05:41 PM, but we'd like to change it to June 30, 5:41 PM. can anyone help?

Many thanks, Gregg