Question

conditional expressions date

Workflow Forms How To

Updated March 5, 2021

asked on August 24, 2020 • Show version history

I'm building a process and I need to create conditions where 1. it automatically would go to one person and 2. if MONTH is equal to 8, 9, 10, 11, or 12, it would forward to another person. So I need the date to be year insensitive. How can I do that?

Please help.

Thank you!

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Answer

SELECTED ANSWER

replied on March 4, 2021

For your field rule, you should have it set to "Save data when the field is hidden". If it's set to ignore, the calculation won't see that field data when the field is hidden, it will ignore it.

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Replies

replied on August 24, 2020

You can use the formula =MONTH(Date) in a single line field to get the number of the month. Then do a gateway condition based on that where that field equals >7

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replied on March 4, 2021 • Show version history

Thank you! This worked but only when the field is on the form so when I hide the field it does not flow correctly. Do you know what might the reason be?

Thank you

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SELECTED ANSWER

replied on March 4, 2021

For your field rule, you should have it set to "Save data when the field is hidden". If it's set to ignore, the calculation won't see that field data when the field is hidden, it will ignore it.

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replied on March 5, 2021

Thank you so much!

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replied on August 24, 2020

This is tagged as both Workflow and Forms. Are you building a workflow or a Forms process?

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replied on August 24, 2020

It's a forms process.

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conditional expressions date

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