Creating a Date Field

  • Updated
  1. Go to Record > Fields.
  2. Click on the New + icon.

Creating_a_Field.png

In the Create New Field window:

  1. In the Field label, give the Field a Name.
  2. In the Field Type dropdown select Date.
  3. Leave the Day switch ON if you would like for the Date to include the Day.
  4. Leave the Month switch ON if you would like for the Date to include the Month.
  5. Leave the Year switch ON if you would like for the Date to include the Year.
  6. In the Date Attribute dropdown
    • Select All, if any Date format can be introduced.
    • Select Past Date, if only past Dates are to be introduced.
    • Select Future Date, if only future Dates are to be introduced.
    • Select Past Date with current date, if the present date can be introduced as well as past Dates.
    • Select Future Date with current date, if the present date can be introduced as well as future Dates
  7. Turn the Mandatory switch ON if you would like the field to be mandatory. Otherwise, leave it turned OFF, this is the default setting.
  8. Save.

Creating_a_Date_Field.png

  Relevant for: Administrators / Managers.
  Please note: Managers can only create new Fields if the Allow Managers to manage Forms and Form Fields toggle is turned ON on Permission Settings.
Fields_creation.png

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