Forum Discussion

MikeKlausing's avatar
MikeKlausing
Qrew Assistant Captain
6 years ago

Date field to return original date of order

I have a date field that I need to show the date an order was sent in. Right now my formula is:If([Order Status]="Approved", Today()) 
But this returns todays date and updates each day with the current date. I need a date of when the "order" button was originally clicked and order status was changed to "approved" Is the Today function proper in this case? 


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Mike Klausing
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  • If the "order" button is in a form, this is very simple to do using dynamic form rules. There is an option to change a date field to current date from a trigger:


    You can use this in a formula rich text field if you want to use the button from table reports or in emails:
    //This is the button styling:
    "<a style=\" text-decoration: none; background: #00ff00; border: 10px solid #00ff00; border-radius: 3px; color: #000000; display: inline-block; font: normal 700 20px/1 \"Calibri\", sans-serif; text-align: center; text-shadow: none;
    
    //This is the button code for your database; be sure to add your app token
    href='"& URLRoot() & "db/" & Dbid() & "?\n\na=API_EditRecord&apptoken=XXXXXXXXXXXXXXXXXXXXXXXXXX &rid=" & URLEncode ([Record ID#])
    
    //Change 20 to your field ID for status
    & "&_fid_20=Approved"
    //Change 19 to your field ID for approval date
    & "&_fid_19="& ToText(Today())
    
    //This is a redirect to report with ID of 2; change 2 to the ID of the report you want to display
    &"&rdr=" & URLEncode(
    
    URLRoot() & "db/" & Dbid() &
            "?a=q&qid=2"
    )
    
    &
    
    "&ifv=20'>Approve</a>"

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    Adam Keever
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    • MikeKlausing's avatar
      MikeKlausing
      Qrew Assistant Captain
      Adam,

      This seemed straight forward and would work. However when I did this I have a field called “copy to Dealers orders” that gets changed to “Sent” when the order button is selected.
      I also have a “date ordered” field that is just a date field.

      My rule says when “copy to dealers orders” is equal to Sent
      Change “date ordered” to todays date.

      When I try and click the order button no changes are made to my date ordered field however. My copy to dealers orders does say sent.

      ------Original Message------

      If the "order" button is in a form, this is very simple to do using dynamic form rules. There is an option to change a date field to current date from a trigger:


      You can use this in a formula rich text field if you want to use the button from table reports or in emails:
      //This is the button styling:
      "<a style=\" text-decoration: none; background: #00ff00; border: 10px solid #00ff00; border-radius: 3px; color: #000000; display: inline-block; font: normal 700 20px/1 \"Calibri\", sans-serif; text-align: center; text-shadow: none;
      
      //This is the button code for your database; be sure to add your app token
      href='"& URLRoot() & "db/" & Dbid() & "?\n\na=API_EditRecord&apptoken=XXXXXXXXXXXXXXXXXXXXXXXXXX &rid=" & URLEncode ([Record ID#])
      
      //Change 20 to your field ID for status
      & "&_fid_20=Approved"
      //Change 19 to your field ID for approval date
      & "&_fid_19="& ToText(Today())
      
      //This is a redirect to report with ID of 2; change 2 to the ID of the report you want to display
      &"&rdr=" & URLEncode(
      
      URLRoot() & "db/" & Dbid() &
              "?a=q&qid=2"
      )
      
      &
      
      "&ifv=20'>Approve</a>"

      ------------------------------
      Adam Keever
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      • AdamKeever1's avatar
        AdamKeever1
        Qrew Commander
        Am I correct in my understanding that you are using both a dynamic form rule and a button? What type of formula field for the button and what code are you using?

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        Adam Keever
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    • BabiPanjikar's avatar
      BabiPanjikar
      Qrew Assistant Captain
      @Adam Keevers solution should give you the desired results. if you are using form rules and button, use the 'API_Editrecord' function in formula url button to update the date field value with current date. ​

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      Babi Panjikar
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      • MikeKlausing's avatar
        MikeKlausing
        Qrew Assistant Captain
        I am using a formula URL field which is:


        var text URL = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken=cpaz2k7njc4ifc24muhvc749ast&rid=" & [Record ID#]
        & "&_fid_112=Approved"
        & "&_fid_113=Yes"
        & "&_fid_874=Yes";

        "javascript:" &
        "$.get('" &
        $URL &
        "',function(){" &
        "location.reload(true);" &
        "});"
        & "void(0);”

        Where Field 113 is the field that triggers the date field when it is changed to “yes”

        ------Original Message------

        @Adam Keevers solution should give you the desired results. if you are using form rules and button, use the 'API_Editrecord' function in formula url button to update the date field value with current date. ​

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        Babi Panjikar
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