How to configure a date field to show today's date in the Opportunities app?

Updated on January 26, 2022 09:31PM by Admin

In the Opportunities app of Apptivo, you can configure today’s date to be displayed automatically in a particular date field while creating new deals. This is achieved through the Master Layout of the Opportunities app.

Let’s go through the steps to configure a date field to show today’s date in the Opportunities app.

Steps to configure today’s date

  • Log in and access the Opportunities app from the universal navigation bar.
  • Select Settings from the App Header.
Opportunities App
  • On the Settings page, click on the Customize App → Master Layout from the left navigation panel.
  • Drag and drop the “Date” attribute from the Palette section located on the right-hand side.
  • Click on the added Date attribute, you will be redirected to its Inspector tab.
  • You can change the name of the attribute in the Custom Section.
  • Here, enter the attribute name as Today’s Date.
Inspector Tab
  • In the Inspector tab, enable the Default Value under the Default Behavior section.
  • You can view the Static and Dynamic in the Type dropdown.
Default Behavior
  • If you select Static type, you can set the particular date in the Date Value.
  • As you want to view today’s date on the overview page, select Dynamic type so that you can set today’s date.
  • Click on the Custom Date button.
Custom Data
  • On the Function Editor pop-up window, select Today, so that the system date will get updated.
  • Click on the Create button.
Function Editor
  • Click on the Save button to save the changes.
Save Changes
  • On the Create Opportunity page, you can view the changes. Accordingly, you can view today’s date loaded automatically in the Today’s Date attribute.
Create Page