**Please note that intermediate experience with MongoDB is recommended for this process; DO NOT ATTEMPT without a system admin and knowledgeable MongoDB consultant. Contact our support team for help.**
In Sage X3, the current date does not automatically populate in date fields by default. Setting a date within the system simply selects a fixed value that does not update on a daily basis. Prepopulating the date fields with the current date involves directly accessing underlying MongoDB documents using Studio 3T, a specialized database tool.
Steps to Autofill the Date Field
- Navigate to Sage X3's Users Admin
- Set up the user code in the UserPreference Collection
- Then right-click the user code, go to "Document" and select "Edit Document (JSON)..." or press "ctrl+J"
- Copy the entire code into a text editor, such as Notepad++, for backup purposes.
- Locate the section with ADATEREF.
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Click on the opening curly brace, which automatically highlights its corresponding closing curly brace. This defines the section of the document to delete. Include the opening and closing curly brackets.
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After deleting the section of the document, click the "Validate" button. WARNING: If an error occurs, stop and restore the document's contents from the previously made backup. If no error occurs, save or update the document.
- Log out of Sage X3, go to your browser's settings and clear your cache/cookies.
- Now, when you log back into Sage X3, the autofill for the date will work.
Want More Sage X3 Features & Functions?
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