Current Date Setter for Dynamics 365 & Power Apps
Quickly set the current date as a field value using a simple toggle switch.
Track Key Dates
Track the current date when important events occur, for example when a project was approved or a contract was signed.
Easy To Use
Simply switch a toggle to record the current date that will save user time bypassing the regular calendar control.
Any Date Field
Place the Current Date Setter on any date field where there is requirement to track the date when a process step is completed.
Demonstrating Current Date Setter for Dynamics 365
Hi all today we're going to be taking a look at our Current Date Setter solution. Current Date Setter is designed to mak…
Hi all today we're going to be taking a look at our Current Date Setter solution.
Current Date Setter is designed to make it as easy as possible to put today's date in any existing date, or date and time, field. If we have a look at the standard functionality on the approved field here, we can see that first of all, we have to click on the calendar control and then click on today's date. While not too hard to do on desktop, there can be missed clicks and it's also a little bit more fiddly on mobile.
Let's take a look how we've done this in our solution, if we take a look at the "Document Sent" field, we can see there's a toggle switch here and it's currently set to "Not Sent". This text can be changed but as you'll see, once we click the toggle switch it automatically changes this to today's date. Not only does this save time it ensures there are no mistakes made.
If we take a look at another example, we can go to a project task where we need to see when this work was completed. Taking a look at the completion date it's currently set to "Pending". Once the engineer has gone in and completed the work all they now need to do is click on the toggle, and it's going to automatically show when the work was "Completed", with today's date and the time that it was completed.
For a final example we're going to take a look at a membership. As you can see here we've got a membership renewed field. Once we click the toggle it's going to automatically set today's date.
Current Date Setter is one of our many solutions in the Preact Solutions Hub, and is available as part of our all-inclusive managed service package Elevate 365 or through our dedicated Solutions 365 Subscription. If you have any questions regarding this or would like to get any more details please do not hesitate to get in touch.
How the Current Date Setter Works
This control can be applied to any field in Dynamics 365, or other model-driven apps, where there is a requirement to record an important date on a record form, or within the context of a business process. End users can quickly set the current date without needing to open a calendar view, by simply switching a toggle switch to populate this value. The field can also be configured to display the time, as per standard functionality, that the toggle was switched.
Usage scenarios for this solution include tracking when a document is sent by toggling the control to 'on' that will apply today's date, or recording the current date when project stages are completed.
The solution is easily configurable to adjust what text is displayed in the date field before the toggle switch is enabled to set the current date. For example, this could be set to "Pending" if you are waiting on approval of a project, "Not Signed" if a policy hasn't been signed by a client, or "Incomplete" if a process remains open.
How to Deploy the Current Date Setter
Current Date Setter Pricing
Current Date Setter for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
HTML Table Designer
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Current Date Setter
Parent Visual Lookup
Contact us to learn more and deploy Current Date Setter.