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  • 1.  Precisely Evolve - Promoting Datetime field and retaining datetime data

    Posted 25 days ago

    Hello!

    I am trying to promote two fields inside my Evolve web form, to capture the timestamp when a user moves a forms status to in progress (custom field), and when the reviewer completes the form. I want this to be promoted so I can access the data inside SQL, and build reports. I cannot use the ModifiedDate for the completed timestamp, as it changes if a user accesses the ticket in the Documents tab. 

    My problem, is that I only seem to be able to create date columns (instead of datetime) inside the Evolve created SQL view (RPT_[formname]_...). I have tried creating both a DatePicker and TextBox element inside the Solution, and then in Form Data -> Field -> Data Type setting the Data Type to 'Date and Time'. 

    I then set a rule on the custom Save button, so that when the form is saved with the status as 'In Progress', populate the field with 'now()', which is the Evolve suggested function for timestamp. Unfortunately though, inside SQL and in the form this data is shown just as 2026-02-04, for example. No timestamp info - I want the format to match the ModifiedDate and CreatedDate columns Evolve provides.

    Any suggestions or help? Happy to give any clarifications, thank you!



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    Raphael Hall
    Self-Registration Shared Account
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  • 2.  RE: Precisely Evolve - Promoting Datetime field and retaining datetime data

    Employee
    Posted 25 days ago

    Hi Raphael

    Please give this a try - make your date/time fields datatype TEXT  - this doesn't seem to work for datetime datatype fields.

    Then apply this formula when you click your button: formatDate(now(), "mm/dd/yyyy hh:mm:ss")

    Format Date will allow you to capture date and time in various formats - you can adjust. For example HH will give you 15 instead of 03 for hour.

    Hope that helps.

    Best Regards,

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
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  • 3.  RE: Precisely Evolve - Promoting Datetime field and retaining datetime data

    Posted 11 days ago

    Hi Sigrid,

    Thank you for this, I was able to get a working DATEDIFF query in SQL using what you suggested!

    What would be best practice for getting the CompletedDate timestamp of a task in a scenario like this, where using the ModifiedDate doesn't make sense as it updates whenever a document is accessed (even if it a completed document that is just being viewed)? Is it just to build your own custom field to store it?

    Best regards,

    Raphael



    ------------------------------
    Raphael Hall
    Self-Registration Shared Account
    ------------------------------



  • 4.  RE: Precisely Evolve - Promoting Datetime field and retaining datetime data

    Employee
    Posted 6 days ago

    Hi Raphael

    Glad you got something to work!

    How you design capturing a date/time of completion depends on what you need. 

    Per assignment - the history will always capture it, thus it's part of the assignment view in the database.

    Per instance - the modified by will be fore the entire instance of the workflow.

    If you need it for a report, i.e. want it in a separate solution field, then add those field(s) to your solution and capture it there. You can capture when they click on a complete/approve button by adding a rule to set it and then completing the task.

    Best Regards,

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------