Date and time restrictions help ensure that users enter logical, valid values—like a birth date that’s in the past or a due date that’s at least 14 days in the future. This guide shows you how to apply rules such as “on or after,” “on or before,” or set a specific number of days from today.
Instructions
- In the Form Builder, add or edit a Date/Time field.
- Scroll to the Date / Time Limitations section in the field settings.
Option 1: Use “On or After” or “On or Before” Another Field
- Choose either On or After or On or Before from the dropdown.
- Select the reference field (e.g. “Date of Birth” or “Marriage Date”).
EXAMPLE: To ensure the “Separation Date” comes after the “Marriage Date,” select “On or After” and then “Marriage Date”.
Option 2: Set Relative Rules Based on Today’s Date
- Under Units, select:
- Days, Months, or Years
- Before or After
- Enter the number (e.g., “14” for 14 days)
EXAMPLE: To require a due date that’s at least two weeks from today, select:
14 Days After Today
Tips for Use
- Use On or After rules to prevent users from entering premature dates.
- Use On or Before for things like birth dates or contract expiry dates.
- For deadlines, the X days/months from today rule is useful to enforce lead times.
Common Issues & Solutions
- Issue: The date rule doesn’t seem to work.
- Solution: Make sure the reference field appears above the restricted field in the form. Rules can’t reference fields below them.
- Issue: The form allows today’s date when it shouldn’t.
- Solution: Use After Today rather than On or After to enforce a strict future-only rule.