How do I restrict the date field in Metadata to enter only current date? Noone can enter past or future dates.
Thanks
Priya
Make the field read only to the users, but editable by the Workflow user. Then create a business process in Workflow which sets the date field in that document to the current date. That way if users want to set the date field, they'll have to run the business process which ensures that the current date is set.
Also, is this supposed to be a one time action? Meaning, if the user sets the date field in a document to the current date, then he can't go back to the document the next day and reset the date again. For something like that, you'll need to add additional handling. Perhaps have the business process check if a date value is already set in the field and if so, then do nothing, otherwise set the current date.
Are you referring to users in the Client, Web Access, Scanning etc. only being allowed to set the current date in a field during document creation or subsequent document modification?
You may be able to achieve this by making the field read only to regular users, but editable to the Workflow user. Then you can set up a workflow that will run after a document gets created and sets the field with the current date (or make it into a business process if you want users to be able to manually trigger it).
The user should be able to edit this field in metadata in the Client. They should be able to enter only current date in that field and nothing else. Is that possible to restrict that way?
Thanks
Priya
Make the field read only to the users, but editable by the Workflow user. Then create a business process in Workflow which sets the date field in that document to the current date. That way if users want to set the date field, they'll have to run the business process which ensures that the current date is set.
Also, is this supposed to be a one time action? Meaning, if the user sets the date field in a document to the current date, then he can't go back to the document the next day and reset the date again. For something like that, you'll need to add additional handling. Perhaps have the business process check if a date value is already set in the field and if so, then do nothing, otherwise set the current date.
Thanks. The user wants to set this field manually in the client. Can we add validation so that the user is able to just select today's date for that field in the constraint please?
There isn't a way to constrain a date field like that. We can look into it as an enhancement for a future version of the software.
Is there a particular reason why this can't be configured with the use of a business process (besides the additional user training that may be required)?
Ok, thanks. The problem is the user will set this date for some documents and not set the date for other documents. So the business process should know as to what to set the date for and for what not to.
Priya
Right. The user can choose to run the business process on individual documents. In the Client, they would just select the document(s) they want and then choose to start the business process on them.
Thanks