Setup: Basic Date Calculation

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About Basic Date Calculation

Basic Date Calculation automates the process of populating dates in a project based on another entered date. When triggered by a button, the automation retrieves a date, adds or subtracts a specified amount to it, and updates another field with the new date. This feature simplifies and speeds up data management, ensuring that fields are accurately and efficiently updated.

Click here to learn more about Basic Date Calculation.

Prerequisites

  • Create a Taskflow Trigger Button in the section where you want the bot to upload the data.
  • Naming the Button: There's no need to create or assign a task-flow to the Taskflow Trigger Button, but name it something useful, like "Calc Dates."

To learn more about creating a Taskflow Trigger Button, please visit the Widget Types page.

Configure Basic Date Calculation

Go to the Basic Date Calculations section in your configuration project. Click the 'Add an Item' button to add a new item:

Basic Date Calc 1.png

Once you click the 'Add an Item' button, you will see the following fields to complete:

Basic Date Calc 2.png

Button Fieldcode: Once you have created the Taskflow Trigger Button, copy its fieldcode and paste it into the ‘Button Fieldcode’ field.
Note: The input field expects a fieldcode, not just a selector.

For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? Page.

Active:

  • Yes: Save the configuration and activate the button to update the data.
  • No/Unknown: The bot will not be active.

Source Field: Paste the field code where the bot should calculate the date.

Target Fields: Enter the field codes for the date targets that the bot should calculate and update within the project. You can add as many fields as you need. Specify the amount of time to add or subtract using the format:

{{sectionSelector.fieldSelector}}+12M or {{sectionSelector.fieldSelector}}-5d.

Use + to add time and - to subtract time. Use Y/y for years, M/m for months, and D/d for days.

Note: The bot is not case-sensitive, so you can use uppercase or lowercase letters without affecting functionality.

Paste the field codes for the dates targets that the bot should calculate and update within the project. You can add as many fields as you need.

For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? Page.

Post Activity:

  • Select ‘Yes’ to provide feedback after the activity and post it in the Activity section of a project.
  • Choose ‘No’ or ‘Unknown’ if no feedback is needed.

Post Activity Errors:

  • Select ‘Yes’ to report errors and post them in the Activity section of a project.
  • Choose ‘No’ or ‘Unknown’ if errors should not be reported.

Show Instructions: 

  • Select ‘Yes’ to display instructions for setting up the bot.
  • Choose ‘No’ or ‘Unknown’ to not display instructions.

After setting these options, click ‘Create’ to complete the setup. Note that synchronization will occur only if the Active field is set to Yes.

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