The Datepicker question type lets people chose a date and time using a pop-up date picking calendar.
Add a DatePicker and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the datepicker.
5. From the Type drop-down pick list, select DatePicker.
6. In the Text field, enter and format the label you want to use to describe the datepicker.
7. Text is automatically added to the left of the datepicker. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the datepicker with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you want to work with.
3. Click on the tab you want to work with.
4. Right-click on the date picker question and select Properties. The Edit Item window appears.
5. Click the Settings tab.
6. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
7. Set up the attributes:
a. If you want to require users to select a date, select the Required check box.
b. If you want the datepicker to be shown to users, but unavailable to them to make updates, select the Read Only check box.
c. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
d. The Hide On Load setting can be used to hide a question on the form until another action takes place. * This setting will soon be discontinued. To show/hide a question, use question Rules options.
e. If you want the date the user selects to be included in the form report, select the Include in Report Grid check box.
8. From the Map to Payment Field drop-down, select the data to appear in the payment portlet.
9. From the Selected Date calendar options, select a date you want to appear in the field when form users access it. Form users can click on the field to change the date.
10. In the Date From Tag field, you can enter a @@ShortDate and @@ShortTime string replacer to set a default selected date based on a SQL query.
11. If you want the form user to be able to pick the time in addition to the date, select the Display Time check box.
12. If you are associating the data with information in EXi Events, select the appropriate event field from the Map to EXi Event Field drop-down options.
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This option is only available to schools with an EXi Events Management license. |
13. In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.
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This option is only available to schools with a Candidate features license. |
14. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon 
to the right of the DataSource
drop-down list. The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
8. Click Save DataSource.
Associate an Action with the DatePicker
You can use actions to control if anything happens when the form user selects a particular date. For example, your form asks people about their intended graduation date. If they pick a date in the next six months, you might show them additional form questions related to their test scores and intended field of study. If they pick a date two years from now, you might show them additional form questions about when they'd like to attend a campus open house.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you want to work with.
3. Click on the tab you want to work with.
4. Right-click on the datepicker and select Properties. The Edit Item window appears.
5. Click the Rules tab to define what happens when the form user selects a certain datepicker.
6. Click Add Step.
7. In the first drop-down, select If answer value is and in the corresponding effect field, enter the conditions for an action.
8. In the second drop-down, select the action you want to occur when the form user selects or doesn't select a particular date.
9. Repeat steps 6 - 8 to add as many actions you want.
10. Click Save.