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Thread: "Today's Date" field in an opportunity group - 6.2.4

Justin Kuehlthau
Posts: 24

"Today's Date" field in an opportunity group - 6.2.4 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 28 Sep 06 4:39 PM

Hello,

I did not know which forum to post this in, so I picked this one. I suspect the answer may require some scripting.

I am attempting to add a "Today's Date" field to a SalesLogix Opportunity Group. I tried using calculated field set to GetDate() as well as using the (GetDate()) formula in the design of the database. (In Enterprise Manager right click the table -> Design, select the field and give the field the formula GetDate(). There are no remotes).

Using a calculated field did not work at all. Using the GetDate() formula in the database works for rows that are already created, but SalesLogix can not insert new rows because SQL does not allow null entries for "Todays_Date" to be inserted. Attempting to put a dummy value into Todays_Date returns the error that the field is based on a formula and can not be edited.

I also need to get the "Days Open" for an opportunity group. I can use a calculated field for this, but I need a "Today's Date" field.

Any idea's on how to do create a "Today's Date" field?

Thank you,
Justin Kuehlthau

[Reply][Quote]

Timmus Agersea
Posts: 328

Re: "Today's Date" field in an opportunity group - 6.2.4 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 28 Sep 06 5:39 PM

Why are you adding todays date to the group layout? Just curious. Here is how:

Add a calculated field. Base table should be Opportunity. Type should be numeric. Name and displayname are up to your liking. Calculation = GetDate().

I suspect the only issue was that you were using a string calculated field rather than a numeric.

You do not need to add a physical column to the database.

Timmus

[Reply][Quote]

Timmus Agersea
Posts: 328

Re: "Today's Date" field in an opportunity group - 6.2.4 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 28 Sep 06 5:50 PM

Also, here is a calculation for Days In Pipeline:

DateDiff(dd, A1.CreateDate, Coalesce(A1.ActualClose, GetUTCDate()))

this will work for both closed and open opportunities. If it finds that the ActualClose date is null (still an open opp) it uses today's date.

Timmus

disclaimer: SQL Server Only

[Reply][Quote]

Suzanne Diamond
Posts: 1

Re: "Today's Date" field in an opportunity group - 6.2.4 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 29 Jan 13 8:54 AM

I tried this but it did not work

DateDiff(dd, A1.CreateDate, Coalesce(A1.ActualClose, GetUTCDate()))

I am looking to have a group of opportunities and show how many days open for all opportunities where the status is set to open.

The above query only returned those where the status is set to close. Any advise on how to get the query to return a group from the create date to todays date? You state if the Actual Close is null it should go to todays date but this does not appear to be the case.

Any advise appreciated.

[Reply][Quote]

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