Using the Date element

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. Enter the hint text and tooltip for the formatting option.
  9. 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.
  10. Optional: Click one of the following options:
    • Reset: Clears all the element customization and sets the default.
    • Delete: Deletes the selected element.
  11. Click Save.