Creating a Creation Date Field in Zoho CRM's Deals Module

Creating a Creation Date Field in Zoho CRM's Deals Module

Dear Zoho CRM team,

I hope this message finds you well. I am writing to kindly request your assistance regarding the creation of a creation date field in the Deals module. I have attempted to add a formula field using the "now()" formula, but I am unsure if this is sufficient.

Could you please advise if this method is correct, or if there are any additional steps I should take to create a proper creation date field? For instance, would it be necessary to create a separate date field and then set up a workflow to input the date at the time of creation but prevent it from being edited when the deal is edited?

Thank you for your time and expertise, and I look forward to hearing back from you.

Best regards,
Juan Martin Lopez

I got an answer from Zoho support saying: 

"Hello there, 
Greetings from Zoho One Support.

With regards to your query , we have analysed the case and by default we have the created time field using which we can use it as a trigger to run work flows , and it is a system defined field that captures the record creation time and we request you to elaborate your requirements along with relevant screenshots, so that we can check accordingly. Having a little more information about the situation will help us evaluate and assist you better.  

Looking forward to hearing from you.

Alternatively, if it is urgent, you can reach our Toll Free numbers or connect through Live Chat support assistance."

But I think I made a mistake and deleted the field in the configuration process because I don't see it anywhere in the deals field's module edit design page.

I only see it in the Leads module

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now