How to configure a date field to show today's date in the Estimates app?

Updated on March 10, 2022 05:45AM by Admin

By using Apptivo’s Mater Layout, you can customize the sections and attributes of your Apps as per your business preferences. In the case of a Date Field, you can change the date in two ways static and dynamic. By using static, you can set a particular date. In order to get today’s date, you have to choose the dynamic. Let’s follow the steps to configure today’s date.

Steps to Configure Today’s date:

  • Log in and access the Estimates App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Estimates - Settings
  • On the Settings page, Go to Customize app → Master Layout.
Es - ML
  • Drag and drop the “Date” attribute from the attributes section which is under the Palette tab.
Es - Pal Att
  • Click on the added Date attribute, you will be redirected to the Inspector tab.
  • You can change the name of the attribute in the Custom Section.
  • Here, enter the attribute name as the Current date.
Es - Name Att
  • Now, enable the Default Value under the Default Behaviour section.
Es - Enable Def
  • You can view the Static and Dynamic in the Type dropdown.
  • If you select Static type, you can set the particular date in the Date Value.
  • If you want to view today’s date on the overview page, select Dynamic type so that you can set today’s date.
  • Click on the Custom Date button.
Es - Custom Date
  • On the Function Editor pop-up window, select Today so that the system date will get updated.
  • Click on the Create button.
Es - Today Created
  • Click on the Save button to save the changes.
Es - Save ML
  • On the Estimate creation page, you can view the changes. You can view today’s date in the Current date attribute generated automatically.
Es - Creation page

Related Links: Know about Rounding mode in Estimates app