Adding Date Fields
Date fields allow users to select specific date and time entries. This field can also be calculated and encrypted. If the date field is a calculated field, you cannot configure the display control and configuration options.
Note: If Advanced Workflow updates this field, you must use Date and Time configuration for proper time zone conversion.
On this page
Task 1: Create the field
- From your application, go to Designer tab > Layout tab > Objects panel > click
. - Select a field type from the drop-down list, enter a name for the field, and click Create Field.
- If possible, keep names under 20 characters. For example, use Description instead of Description of the Asset.
- Capitalize the first letter of each word in the field name. For example, use Predicted Impact instead of Predicted impact.
- Avoid redundant wording in field names. For example, using the word Asset is unnecessary in the following series of fields: Asset Name, Asset Type and Asset Value.
- Use noun-based field names whenever possible. Avoid verb-based field names, for example, Set Asset Name.
- Do not use the names: Version, Level ID, or Content ID for fields that you add to an application or questionnaire. Field do not display properly with these names.
- In the General Information section, enter a description.
Field name guidelines:
Note: When you save the field, the system strips any HTML tags <xml>, <form>, <textarea>, <option>, <select>, <meta>, and <body> that you may have inserted in the description because they may constitute vulnerabilities in the system. The following example shows how you can correct the cascading style sheet (CSS) syntax for the <body> tag so that it will function correctly:
<html>
<head>
<style type="text/css">.c0 { font-family: 'Arial' } .c1 { margin: 0px; background-color: #ffe4e1 } </style>
</head>
<body class="c0">
<p class="c1">This is a text field.</p>
</body>
</html>
Note: Do not use absolute positioning in HTML content.
Task 2: Determine how the field displays
In the Display Control section, select how you want the field to display in the record. Users can also manually enter a date and time in the field.
Important: Removing the time option from the field impacts any reports that use date and time filters.
|
Option |
Description |
|---|---|
|
Text Box - Date |
Displays a text box with a calendar icon that users can click to select a date. |
|
Text Box - Date and Time |
Displays a text box with the following:
|
|
Dropdown - Date |
Displays a calendar in a dropdown menu from which users can select a date. |
|
Dropdown - Date and Time |
Displays a calendar in a dropdown menu from which users can select a date. Users can also select a time using the time picker. |
Task 3: Configure options
In the Options section, select all of the following options that apply to this field.
|
Option |
Description |
|---|---|
|
Make this a required field |
Designates the field as required and forces users to enter a value when adding or editing a record in the application. An icon indicates required fields to alert users that they must enter a value. |
|
Display last modified data |
Displays the date and time of the field’s last update, and the name of the person who made the change. |
|
Make this a searchable field |
Makes this field available for display in all search results. |
|
Display this field in global search results |
Makes this field available for display in global search results. This option is only available if this field is set as searchable. |
|
Require unique values |
Prevents users from entering an identical value in a field in separate records. |
|
Make this the key field |
Designates the field as the key field in the application. Search results display the key field as a hyperlink, which users can click to view the details of a record. When you select this option, the required field and search results options are automatically selected. The key field must be on the page layout of the application. After saving the field, you can only clear this checkbox by selecting another field as the key field in the application. |
|
Make this a calculated field |
Allows users to specify a formula to dynamically compute the field value. For example, you can use the following formula that populates the Date field with the current date: TODAY(). The calculated field displays as read-only for all application users. Each time the field is recalculated, the value updates. |
|
Display advanced formatting options |
Displays the Advanced Field Display Options section, in which you can add descriptive text and alter the standard display of the field. You can set the following options:
|
|
Validate this field when any value changes in the record |
Designates that a field is validated whenever any value changes in a record. If this option is not selected, this field validates only when the value in this field has changed. |
|
Enable bulk update from search results |
Makes this field available for bulk updates from advanced search results. |
|
Enable editing in search results |
Enables the field to be editable in search results and reports. |
|
Encrypt data at rest in this field |
See Encrypting Data for instructions. |
Task 4: Set configuration options
In the Configuration section, you can select a default value for date fields to display when users add new records in an application. When you create the record, set the default date value. Editing the record does not affect the value.
|
Option |
Description |
|---|---|
|
No default value |
The field will not have a default value. |
|
Current date |
Displays the date of record creation. |
|
Future date |
Displays a date that is a specific number of days after record creation. |
|
Static, specific date |
Displays a static date. |
Task 5: Configure help text
Field-level help provides additional guidelines and instructions to ensure users enter appropriate information in the field. This Help text displays for users when they add, edit, and view records in the application where the field resides.
Consider the following general guidelines when writing field-level Help:
- Use short, concise instructions that direct the user to take a specific action. For example, "Enter your name" is preferable to "This field is used to enter your name."
- Use complete sentences whenever possible.
- Avoid jargon (unless terms are critical and are familiar to your users).
- Consider the technical aptitude of your audience, and author your help text at a corresponding level.
- Use “you” and “your” as if you are speaking directly to the user.
- Consider posing Help text in the form of a question, for example, "What is your level of interest?"
In the Help text section, do the following:
- Select a display option for both edit and view modes.
- If you are using help text, use the Rich Text Editor to format the text as needed.
| Option |
Description |
|---|---|
|
None |
Help text does not display. |
|
Tooltip Icon |
Help icon displays beside the field in edit and view modes. Click this icon to display the field Help. The application dynamically sizes of the Help box based on the number of characters in the text.
|
|
Below |
Help displays below the field in edit and view modes.
|
Task 6: Configure field access
Access rights determine whether all users or only select users or groups have access to the field.
In the Access section, do the following:
- Select Public or Private.
- If you selected Private, maximize the pane and click
to select the users and groups to whom you want to grant access.
Note: Key fields must be public.
