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Have dropdown automatically select current attendance period when open start form

  • 25 May 2023
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I have a form with a list lookup dropdown pointed to attendance pay periods (attached csv file).  I was wondering if there is a way to automatically display the current period based on today’s date (Whichever period today is in) when you open a new form?

 

TIA

Dawn

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Best answer by Jake 6 June 2023, 17:30

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Hi @dperani 

 

To do this you should expand on the lookup list to include dates we can query, for example I built a list that contains the start and end dates for the period and a calculated field to test if today falls within said dates.

 

 

To build the calculated field you can use this formula: =IF(AND(TODAY()>=Start,TODAY()<=End),"Yes","")

Please configure the field as follows:

 

The important part is that it is a single line text returned from the formula, Yes/No does not work with lookup.

 

Now when you add the lookup control to the form you can configure it as follows: 

 

When configured it should only show the current pay period in the dropdown. 

 

Hope this helps!

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@Jake That works exactly like I wanted it to.  Thank you so much!!!

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