How to Add a Due Date field to a workflow

The Due Date field is designed to provide you with the flexibility to use due dates only when they are required instead of forcing the need for a due date field. Although the Due Date field is similar in functionality to the Date & Time Picker field, the Due Date field provides you with extra functionality to monitor the due dates of assessment workflows through widgets whilst also allowing you to inherit data from due dates across multiple workflows stages. For example, if you have a 3 stage workflow and you have a Due Date field on Stage 1, Stage 2 and Stage 3, when changing the due date on either stage the date will update on the Due Date field on all stages making it a common field.

The Due Date field is primarily used to set and monitor a due date. This is useful when you need to:

• Set and monitor a due date for the entire workflow
• Set and monitor a due date for specific workflow stages

If your workflows are time critical and need to be completed by a certain date and/or time, then the Due Date field is a very useful field to include in your workflow.

1. Open an existing workflow or create a new workflow.
2. Click on the "Drop Date Field" option on the component toolbar to add the field to your workflow canvas.
3. Configure the settings of the field in the "Date Picker Settings" pane on the right hand side of the flow builder.
4. Drag the "Date Picker" field to the desired location on the stage canvas.
5. Use the grab handles to change the width of the "Date Picker" field.

The following general settings are available to configure the "Due Date" field:

• Label: Add a text label to display text above the due date field. Delete this text if you do not want a label to be displayed.
• Due: If you would like to automatically determine the number of days that the workflow assessment is due when the assessment is created, enter the number of days and the date will automatically be set based on the number of days. If you would like to automatically specify a specific date that the workflow assessment will be due, set the specific future date.
• Date Format: Select the date format that you would like to be recorded when selecting a date. Options include dd/mm/yyyy, dd/mm/yy, mm/dd/yyyy, mm/dd/yy, dd Month yyyy and dd Mon yyyy.
• Options: Set the date and time picker field options to allow selection of the date only, time only or both date and time.
• Range: The range determines which periods of time are available for selection in the date and time picker field. By default, the "Any date or time" option is selected allowing for the selection of any time or date in the past or into the future. Select the "After present time" option if you only want to allow the selection of future dates and time or select the "Before present time" option if you only want to allow the selection of dates and time in the past.
• Picker: The picker option is a setting to display the number of months to display when searching for a date on selection. By default, a calendar displaying one month of dates will be displayed. Select the "Two months" option to display dates spanning two months,
• Viewers: By default, anyone will be able to view the due date field. If you would like to restrict who can view the field when completing assessments, select the role or individual people from the "Viewers" drop-down field.
• Editors: By default, anyone will be able to select the due date value. If you would like to restrict who can select a date and time picker value when completing assessments, select the role or individual people from the "Editors" drop-down field.
• Inherit Settings: This option is unique to the due date field. Use this option where you would like to display the same due date value anywhere within your workflow. For example, if you have multiple stages in your workflow where you would like to display the due date, simply select the other date date field. When updating one of the due date fields then all the due date fields will be updated. This option makes multiple due date fields a "common" field.
• Display Data From: If you have another due date field, you can automatically populate the value from that field to display in another due date field. This is particularly useful where you have a workflow stage which is a confirmation page based on previously input values to summarise what was input. Click on the "Display data from" dropdown to select another due date field. The field will be read only when displaying data from another field.
• Inactive: When clicking the "Inactive" checkbox, the due date field will be displayed in an inactive state and the field will not accept any input.
• Required: Select the "Required" checkbox if a selection is required in the due date field when completing assessments. Validation will occur when someone clicks on a button where the button's "Check required" setting is selected.
• Required Text: If the "Required" checkbox is selected a message will appear below the due date field advising that the field requires a selection on button click. Change the "Required text" to display your own custom validation message.
• Add to assess table: Select this option if you would like the field value to be displayed as a column when viewing all assessments under the "Assess" page.

Conditional Display

Conditional display provides you with the ability to display the due date field when certain conditions are met with other fields in the workflow. For example, if I add a radio button field to the workflow canvas with the options Yes, No and Other. When someone selects "Other" then the due date field will be displayed.

• IF: Select the "Field" option from the drop-down (currently the only value available)
• Field: Select a radio, dropdown or checkbox field that has been added to any stage canvas of your workflow.
• Equals: Select the field value that will result in the due date field being displayed.