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Marco Janmaat creation date quotation listview
Hi,
I'm looking for a way to add creation date to the listview of quotations.
Somehow, I don't have a "field" that is called creation date. Any idea how I could add this?
Many thanks
I'm looking for a way to add creation date to the listview of quotations.
Somehow, I don't have a "field" that is called creation date. Any idea how I could add this?
Many thanks
Ok, so you are referring to Quote object here and unfortunately that doesn't show up in the list view as an available field.
There is a workaround if you can do is to create a formula field of data time that look up at the created date and you can use that for your case.
Once done with the creation of this new formula field, you can then add on the list view as mentioned before
Here is the screen shot of the quote list view for your reference after new field creation.
Also just for your information, this is a known issue altogether and you can find this here as well.
https://trailblazers.salesforce.com/answers?id=9063A000000tH3XQAU
If this answers for what you are looking for, please can you mark this as best answer. Thanks
All Answers
May be you looking for Created Date as shown below
If this answers your question please can you mark this as best answer. Thanks
That is exactly the field im looking for!
But somehow, It doesn't show up.
Any idea how I could active it?
This won't work for Recently View list view.
If this answers your question please can you mark this as best answer. Thanks
I did that. I also checked in my quotation object tab the fields.
However, I have no field that is creation date. I don't know why and I'm looking for a way to add it
Any other suggestion?
The field should be Created Date and not Creation Date. Please can you cross check again. Thanks.
This is the screenshot from my quotation fields
Ok, so you are referring to Quote object here and unfortunately that doesn't show up in the list view as an available field.
There is a workaround if you can do is to create a formula field of data time that look up at the created date and you can use that for your case.
Once done with the creation of this new formula field, you can then add on the list view as mentioned before
Here is the screen shot of the quote list view for your reference after new field creation.
Also just for your information, this is a known issue altogether and you can find this here as well.
https://trailblazers.salesforce.com/answers?id=9063A000000tH3XQAU
If this answers for what you are looking for, please can you mark this as best answer. Thanks