Question

Show Date When Form Is Approved

Forms

Updated 20 hours ago

asked two days ago

On the form, there is an approval section. Each person will receive a task to approve the form. Right now I have a date time field that is set to the current date. I would like to show the date the form was approved. So, the supervisor does the approval. When the unit commander gets the task and opens the form, they will see the date the supervisor approved the form. When the district commander gets the task and opens the form, they will see the supervisor's approval date and the unit commander's approval. On and on until all approvals are complete.

Approvals.png (23.91 KB)

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replied two days ago

One solution is to just duplicate the form however many times you need for it to be approved, and incrementally add/remove the approval name and date. Assuming this is a sequential workflow and not parallel, then each person would see the approval dates relevant to that stage. This creates tech debt where you'd need to make changes to that many forms if updates are needed, but it's a rather safe way to do sequential approvals.

I played around with an idea using the JS from this post, where you could set up field rules to display the approval dates and names depending on who is viewing the form by setting a hidden 'current user' field that clears itself on submit, but the default value didn't load again in the second task, for me. Curious to see how else this is done, but yeah there's one solution if you need it

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replied one day ago

Using field rules you can set your date field to "Disable" for the already completed tasks.

For your condition you can use Process Stage or Process Step. I'm assuming as Andrew did that it's a sequential approval process.

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replied one day ago

Disabling a field with a default value won't stop it from being filled the first time its available on the form. Disabling would work if the approver filled the date manually themselves.

Field rules is the right approach, but you will have to do show/hide and ignore value when hidden until its the correct step.

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replied 20 hours ago • Show version history

Yes, it is a sequential approval process. I have the date fields set to default to the current date, so when all the approvals are done, they all show the current date even though the approvals may have been done on different dates. I should take off the default setting along with using field rules. Thanks for the replies!

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Show Date When Form Is Approved

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