Corfix Form Builder: Using the Date & Time Component.

This article will summarize how to use the Date & Time Component in Template Builder.

This component allows users to input a date, a time, or both, often with the help of a calendar and time picker.


Where to Find It

In your Corfix Form Builder, click on a Date & Time Component to access the configuration panel. You’ll see four tabs:

  • Display

  • Date
  • Time
  • Data

  • Validation

  • Conditional


1. Display Tab

The Display tab controls the general appearance of the Date / Time Component.

  • Label:

    • This is the visible title for your date/time field that users will see. It is a required field.

    • Example: "Date of Incident", "Start Time", "Completion Date & Time".

  • Label Position:

    • Determines where the label is displayed relative to the input field (e.g., Top, Left, Right, Bottom).

    • Default: Top.

  • Allow Manual Input:

    • If checked, users can type the date/time directly into the field, in addition to using the calendar/time picker.

  • Placeholder:

    • Text that appears inside the input field before the user types anything. It's a hint to the user about the expected format.

    • Example: "MM/DD/YYYY HH:MM AM/PM".

  • Description:

    • Provides additional explanatory text for the field, typically displayed below the input box.

    • Example: "Enter the exact date and time the event occurred."

  • Tooltip:

    • Text that appears when the user hovers their mouse over the field. Useful for providing quick help or context.

  • Custom CSS Class:

    • Allows advanced users to apply custom styling to the component using CSS classes.

  • Hide Label:

    • If checked, the label for the component will not be displayed.

  • Modal Edit:

    • (Details not fully visible in screenshot, but typically relates to editing in a pop-up modal window).

  • Reportable:

    • If checked, the data from this field will be included in reports.


2. Date Tab

This tab contains specific settings related to the date input.

  • Enable Date Input:

    • If checked, the date selection functionality (calendar picker) will be available.

  • Disable weekends:

    • If checked, users will not be able to select Saturday or Sunday from the calendar.

  • Disable weekdays:

    • If checked, users will not be able to select Monday through Friday from the calendar.


3. Time Tab

This tab contains specific settings related to the time input.

  • Enable Time Input:

    • If checked, the time selection functionality (time picker) will be available.

  • Hour Step Size:

    • Determines the increment for selecting hours (e.g., '1' for hourly increments, '2' for every two hours).

    • Default: 1.

  • Minute Step Size:

    • Determines the increment for selecting minutes (e.g., '1' for every minute, '15' for quarter-hour increments).

    • Default: 1.

  • 12 Hour Time (AM/PM):

    • If checked, the time picker will use a 12-hour format with AM/PM selectors. If unchecked, it will use a 24-hour format.


4. Data Tab

The Data tab manages the underlying data properties of the date/time field.

  • Multiple Values:

    • If checked, allows the user to enter multiple date/time values for this field.

  • Default Value:

    • The pre-filled date/time that appears in the input field when the form loads. Users can override this value. This is a static value.

  • Default Date:

    • Allows setting a dynamic default date, often using a function like moment() to set the current date/time.


5. Validation Tab

The Validation tab defines rules to ensure the date/time entered by the user meets specific requirements.

  • Required:

    • If checked, the user must enter a date/time in this field before submitting the form.

  • Use calendar to set minDate:

    • Allows you to select a minimum date from a calendar, preventing users from selecting dates before this point.

  • Use calendar to set maxDate:

    • Allows you to select a maximum date from a calendar, preventing users from selecting dates after this point.


6. Conditional Tab

The Conditional tab allows you to set up rules for when this Date / Time Component should be displayed or hidden based on the values of other components in the form.

  • Simple:

    • This is typically a toggle or a dropdown to select between simple and advanced conditional logic.

  • This component should Display:

    • Choose whether the component should "Show" or "Hide" (implied options) based on the condition.

  • When the form component:

    • Select another component in your form whose value will trigger the condition.

  • Has the value:

    • Specify the exact value that the selected form component must have for the condition to be met.

    Example: You could set up a rule so that a "Return Date" field only displays when "Is this a round trip?" checkbox is checked.


Preview Panel

The Preview panel on the right side of the dialog box shows you how the "Date / Time" input field will visually appear on your form. It typically includes a text input field and a calendar icon, giving you a real-time sense of the user's interaction.


Actions at the bottom of the dialog:

  • Save: Saves all changes made to the Date / Time Component's settings.

  • Cancel: Discards any unsaved changes and closes the dialog.

  • Remove: Deletes the Date / Time Component from the form.


Best Practices for Date / Time Component:

  • Be Specific with Label: Clearly state what date/time is needed (e.g., "Inspection Date", "Start Time").

  • Enable Date/Time Input Appropriately: Only enable "Date Input" or "Time Input" if both are truly necessary. If only date is needed, disable time, and vice versa.

  • Set Min/Max Dates for Control: Use minDate and maxDate in "Validation" to prevent illogical entries (e.g., future dates for past events, or dates outside a project window).

  • Consider Default Date: For current events, set "Default Date" to moment() to automatically populate the current date/time, saving users time.

  • Use Conditional Display: Hide date/time fields until they are relevant, simplifying the form (e.g., show "End Date" only after a "Start Date" is entered).