Auto-Populating a date after a client selects a "Due Date' within a form

I was wondering if it is possible to auto-populate a date after a client selects a "due date" from a request form. For example, if a user requests an email to be sent to constituents and says the email is sending on a specific date using a date picker, we would like to see a note (maybe in the help text?) that says something along the lines of "Remember to submit your data request by MM/DD/YYYY so your audience file is ready for the mailing" where the date is X many days from the date in the date picker.

Is this something that can be done?

Thank you!

 

 

Asked by Thomas Horner on Tue 9/8/20 10:01 AM
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Answer (1)

This answer has been marked as the accepted answer
Caitlin Baer Tue 9/8/20 11:27 AM

Hi Thomas,

You can default the Due Date field (or any date picker field) to be X number of days out from the date that the request is filled out; however, if the field is editable in the Client Portal, end-users can override it and move the date back. What I typically do in a case like this is:

  • Edit the help text to include instructions around this, like you suggested.
  • Add a static field that says something similar to, "I understand that requests of this nature need X days of lead time before they can be completed." After the static field, you can add a radio button attribute for "I understand" and make it required. This way the onus is on your customer to acknowledge that they understand your process.

Let me know if you need more clarity. Thanks,
Caitlin
TeamDynamix

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How do you set a default number of days in the future for a date picker attribute? Thank you! - Jason Burdette Fri 6/16/23 10:01 AM
You'd edit the form that the attribute is on and set a default future value for it which is determined from the creation date of the ticket. - Mark Sayers Fri 6/16/23 10:09 AM
Rookie mistake. Thanks so much! - Jason Burdette Fri 6/16/23 10:14 AM