Use the Date element in the form builder if the user must schedule a date in the form during bot runtime.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click an existing form or click Create new > Form.

    The form builder page appears.

  3. Drag Date into the form.
  4. Enter the name of the element in the Element label field.
  5. Select a default date using the Default value field.
  6. Optional: Select the Use the local system date when form is loaded check box to set your system date as the default value.
  7. Select one of the following formatting options:
    • Use locale date format setting: The date is displayed in the format set on the user's machine.
    • Manual input: Select the date format to be displayed from the drop-down menu.
  8. Date Display Behavior: When configuring how date and time values are displayed in your form, you can choose from the following two options:

    • Ignore User’s Locale: The date and time will be shown exactly as it was originally entered—without any adjustment based on the viewer’s locale or time zone.

      For example: If a user enters 11/15/2025 15:00:00 on a form, this same value will be displayed to all users viewing it later, regardless of their own locale or time zone settings.

    • Adjust Based on User’s Locale: The date and time will be adjusted automatically to reflect the current user’s locale and time zone.

      For example: If a user in Los Angeles, CA enters 11/15/2025 15:00:00, and another user located in Madrid, Spain views this value later, it will be displayed as 11/16/2025 00:00:00, reflecting the time difference between those locations.

  9. Enter the hint text and tooltip for the formatting option.
  10. Optional: Enable any of the following Advance behavior options:
    • Select the Make field required check box to ensure users select this element during bot runtime.
    • Select the Make field uneditable check box to make the element a read-only option.
  11. Optional: Click one of the following options:
    • Reset: Clears all the element customization and sets the default.
    • Delete: Deletes the selected element.
  12. Click Save.