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New Participant
December 12, 2023
Question

Can a custom field be configured to default to a date?

  • December 12, 2023
  • 2 replies
  • 645 views

We are using a request queue to do long-range planning, and have custom fields Quarter Start and Quarter End. Would like to have these default to specific dates (Q1 start = January 1, for example) so that we can see these items on a gantt chart. I can't figure out how to add logic to that or have it default. Thanks for the help!

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2 replies

skyehansen
New Participant
December 13, 2023

I think this would end up being three fields. Your initial field where you pick Q1, Q2, Q3 or Q4. Then two calculated fields that are set to a date format, for Quarter Start and Quarter End, with the logic set to display the date based on what is selected in the initial field. 

New Participant
December 13, 2023

Thanks, this makes sense...I will try this!

Richard__Carlson
New Participant
December 12, 2023

You can add the custom form to a project template and in the template you should be able to provide those values so that when you open a project with that template it will have those values in those fields in the live project