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How to Add Number, Currency, and Date/Time Fields

Learn how to add number, currency, and date/time fields in Smarter Drafter Pro.

When your form requires numeric input—such as amounts, dates, or timeframes—it’s important to use the correct field type. These fields allow for input validation, formatting, and logic like date comparisons or calculations. This guide shows you how to add and configure number, currency, and date/time fields.

Instructions

Add a Number Field

  1. In the Form Builder, click Add Field.
  2. Select Number from the field type list.
  3. Enter your question label (e.g. “Annual Salary”).
  4. (Optional) Configure:
    • Prefix (e.g. $)
    • Decimal places
    • Rounding rules
    • Conversion to words
  5. Click Save.

NOTE: Number fields restrict input to numeric characters only and can be used in calculations.

 

Add a Currency Field

  1. Click Add Field, then select Currency.
  2. Add your question label.
  3. Choose the currency type (e.g. AUD, USD).
  4. Configure decimal places, prefixes, and formatting as needed.
  5. Click Save.

NOTE: Currency fields allow the user to select the currency from a list. Use a number field instead if the currency is fixed.

 

Add a Date/Time Field

  1. Click Add Field, then select Date/Time.
  2. Enter your question label.
  3. Choose whether the field should accept:
    • Date only
    • Time only
    • Both date and time
  4. (Optional) Apply date/time limitations, such as:
    • On or after a specific date
    • On or before today
    • Minimum or maximum number of days from today
  5. Click Save.

 

Tips for Use

  • Use Number fields for fixed-currency amounts or values used in formulas.
  • Use Currency fields when the user needs to select a currency.
  • Use Date/Time fields when you need precise input, and set limitations to avoid user errors.
  • All three field types can be included in logic or conditional rules.

Common Issues & Solutions

  • Issue: The number isn’t formatted correctly in the final document.
  • Solution: Check the decimal and rounding settings in the field configuration and confirm the correct format is applied in the Word template.
  • Issue: The form accepts unrealistic numbers (e.g. salary of $2).
  • Solution: Use the Minimum/Maximum Values setting to define valid input ranges.
  • Issue: A date is being entered before another key date
  • Solution: Apply date rules (e.g. “on or after” a different field) to ensure logical sequencing.