Skip to main content
Nintex Community Menu Bar
Answer

Have dropdown automatically select current attendance period when open start form

  • May 25, 2023
  • 2 replies
  • 68 views

dperani
Forum|alt.badge.img+5

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

Best answer by Jake

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!

2 replies

Jake
Forum|alt.badge.img+13
  • Scholar
  • Answer
  • June 6, 2023

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!


dperani
Forum|alt.badge.img+5
  • Author
  • Scholar
  • June 13, 2023

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