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Question

Question

Indicate a date and time in a list field

asked on May 30, 2019

I have a client who distributes documents to other agencies. They want a field in the template where they can select who they sent reports to and when. Essentially, they want a drop down list that they can select the agency the info was sent to, and then add the time/date it was sent. Does anyone have any ideas how the best way to accomplish this would be? They want to add this info right into the template as files come in and are routed around by a workflow. 

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Replies

replied on May 30, 2019

There is the normal Date/Time field that can be used. Are you saying they do not want to use this field and want the time and date options displayed in a list field?

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replied on May 30, 2019

Create a template, add a list field with all the agencies, and a date/time field.  Workflow can manipulate documents based on the values of those fields.

Your subject implies you want them to be in the same field but that isn't possible.  Can you imagine trying to populate a list with every possible combination of agency and date/time? 

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replied on May 30, 2019

However, they sometimes send the reports at different times. 

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replied on May 30, 2019

The datetime field allows you to specify any datetime.

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replied on May 30, 2019

Right. Anyway I could do it instead of just having seven date/time fields because they'll send a report on Monday to one agency, and send it Tuesday to another etc. 

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replied on May 30, 2019

You could use field groups.

It will look something like this:

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replied on May 30, 2019

I was thinking of doing a Drop down for the agency (Send to Agency) then a multi value field (Sent History) that is being updated by workflow in the background when the Send to Agency is changed.

A snippet of what the workflow.

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replied on May 31, 2019

Miruna, I like the look of your suggestion, is that possible in the cloud? Right now, just looking quickly, I can't add the same field to if it's already on there. Both date/time fields and the agency fields are set multivalue fields. 

 

Troy, I also really like this solution but they have limited resources to into more automation. 

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replied on May 31, 2019

OH Never mind! I got it! Thank you guys for your help!!

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