Deal/Potential Closing Date is no longer a required field as of Sep 5 2017
The default setting for the field is required, however now you can go into the module layout to change it.
In the past it was required for forecasting and certain types of sales reports that depended on it. If you never ran those types of reports then it was just a pain.
Setting Default Dates
Say you want to default the Close Date to 3 months from today.
Zoho Creator has implemented this the way you would expect so that when you create a record the field appears with the default value.
With Zoho CRM, it is not quite as elegant. To do this you create a Workflow, but the value will appear after you save and refresh the record and will not work on required fields.
Example
- Setup->Automation->Workflow Rules
- Select Create Rule
- Select module then name the Workflow.
- On record action select Create
- Select All Records
- Select Custom Function.
void Deal_ClosingDate_Default (int DealId, date CloseDate )
{
if ( isNull(input.CloseDate) )
{
mydate = today ;
CloseDate = mydate.addMonth(3);
updateResp = zoho.crm.updateRecord("Potentials" ,input.DealId.toString() ,{ "Closing Date" : input.CloseDate } ) ;
}
}