Replace Date Field into the Customer Service Report and eSign it in minutes

Aug 6th, 2022
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Decrease time spent on document managing and Replace Date Field into the Customer Service Report with DocHub

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A step-by-step instructions on how to Replace Date Field into the Customer Service Report

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  3. Change your document and then make more adjustments if needed.
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  7. Make reusable templates for commonly used files.

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How to Replace Date Field into the Customer Service Report

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[Music] welcome to automation of the week Im Brian Hayes and every Tuesday Ill walk you through step by step how to build out an Automation in Salesforce or marketing cloud account engagement to improve your business this week Im going to show you how to update a date field on a contact record when a particular type of task is completed this has a lot of different use cases but the one that were going to focus on today is one thats great for account managers so lets say for example that you run client reviews maybe once a year you meet with your customers and you review their account and their status and you make sure that theyre getting all the value that they should be getting from your product or service well if you have a practice like that its probably very useful for you to track when that last review was so Im going to show you how to create an automation thatll make the reporting much much easier another way to take a look at this is youre probably familiar with the

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To add fields to a table: Open the table for editing in Studio. Go to the Columns section (tab). Click the New button. Configure the new record: Choose a data type. Enter a value for the Column label (value that appears on forms and lists). Click the Submit button.
Resolution In the Calculated Column designer select the Date field to be modified. Choose the Data Type Date and click on Edit Format. Select Use Custom Format and enter the desired format e.g. MMddyyyy. With this feature you can remove dashes - or slashes / that usually come with the displayed date value.
Create a database view. Add a table to the database view. Example left join in creating a database view. Specify a field to return. Relabel a column. Specify the number of records to return. Test the database view.
For adding more fields on the report you can go to choose columns and add the required fields that you wanna show in the list view. Mark this as Helpful/Correct, if Applicable. For adding more fields on the report you can go to choose columns and add the required fields that you wanna show in the list view.
You can use a regular expression to get the month, day and year, and rearrange it in the script. If that date format is in servicenow, you can use var gd = gr. datefield. getGlideObject().
Hover over the simple list widget and click the edit icon. Go to the fields property and click in empty space and choose fields. Click Save or do a Ctrl + S.
Configure a field editor for the HTML field. Configure the HTML toolbar. Configure TinyMCE to allow deprecated tags. Configure TinyMCE to allow JavaScript in URLs. Formatting icons for the HTML field editors. Editing functions in TinyMCE. Table functions in TinyMCE. Customize TinyMCE attributes. Highlight text in TinyMCE.
Personalize List Columns in ServiceNow Log in to the IT Support website by clicking Log in at the top right. Click the gear icon to the left of the column headers. In the Personalize List Columns window, select from any Available attributes and move them into your Selected area by using the button.

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