DatePicker
Solution No. 88
The DatePicker object inserts a DatePicker into a field cell. This allows you to input date and time information in either a graphical or textual format.
So Where Would We Use It?
The DatePicker can be used with Calendars or screens that are used to input dates, such as an invoice or estimate transaction date.
Add a DatePicker
A DatePicker can be added to a screen from the Toolbox on the design screen page. To add a DatePicker, follow these steps:
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Click Add Objects from the Toolbox.
3. Click and drag the DatePicker object to the desired cell in the design screen.
4. Release the mouse button.
5. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Edit a DatePicker
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Click Add Objects from the Toolbox.
3. Add a DatePicker or go to an existing DatePicker in the design screen.
4. Click Edit in the upper-right corner of the DatePicker object you wish to edit.
5. The DatePicker Properties Wizard appears. The wizard is divided into 5 steps as follows:
Step 1 of 5: Date/Time Properties
1. Enter Caption.
2. Select Caption location from the dropdown list.
The choices are:
A. Top
B. Left
C. Right
D. None
3. Enter Default value or check the Use today's date/time box.
4. A. Click Formatting (click to show) (Optional); or Advanced Options (Click to show) otherwise click Next and proceed to Step 2 of 5: Date/Time Actions.
If you opted to show Formatting (click to show) Options, you can:
1. Select Caption forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
2. Select Caption backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
3. Select Text forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
4. Select Text backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
5. Check the Use default font size box to use the pre-assigned font size selected for your Method account.
6. Uncheck the Use default font size box and enter a font size in the corresponding field.
7. Check the Underlined box for the caption to be underlined.
8. Check the Italic box for the caption to appear in italics.
9. Check the Bold box for the caption to appear in bold.
10. Select Alignment from the dropdown list
The options are:
A. Left
B. Center
C. Right
11. Check the keep this side-by-side other objects in the same cell to align all objects in the cell
If you opted to show Formatting (click to show) Options, you can:
1. Check the Hidden box if you wish for the object to be hidden.
2. Check the Read Only box if you wish to not allow the object to be edited.
3. Enter a Hover Help Tip if applicable.
5. Click Next
Step 2 of 5: Date/Time Actions
1. Fill the Add Action or Copy Action button.
2. Select Event from the dropdown list.
The choices are:
A. DateChanged
B. Button Click
3. Select Action from the dropdown list.
4. Click Add Action (See Method Actions Reference Guide for assistance).
5. Click Next.
Step 3 of 5: Date/Time Validation Rules
1. Select Condition from the dropdown list.
The choices are:
A. Less than – requires value less than the criteria.
B. Less than or equal to – requires value less than or equal to the criteria.
C. Equal to – value must match the criteria.
D. Is not equal to – value cannot match the criteria.
E. Greater than – requires value greater than the criteria.
F. Greater than or equal to – requires value greater than or equal to the criteria.
G. Is not empty – value cannot be empty.
H. Between – requires value must fall between specified criteria.
I. Within date range – value must fall within specified date range.
2. If you selected Is not empty for Step 1, skip to Step 5; otherwise proceed to Step 3.
3. Select Value from the dropdown list.
The choices are:
A. Type In – sets the condition to a user-defined action result.
B. Value From Screen– sets the condition to a value pulled from a specific field within the specified screen.
4. If you selected Type In for Step 3, skip to Step 5; otherwise select from the dropdown list below. If you selected Between as the condition in Step 1, select the range of values accordingly.
5. Click Add Validation Rule.
6. Click Next.
Step 4 of 5: Date/Time Formatting
1. Fill the appropriate Format checkbox. Check all that apply.
The choices are:
A. Show Date and Time
B. Display Time Only
C. Always show current time?
D. Override default time of day to
Step 5 of 5: DatePicker Roles
1. Select the Roles that will be allowed permission to perform certain operations.
2. Click Finish.
6. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Delete a DatePicker
1. Follow the steps to Edit an Existing Screen.
2. Find the DatePicker you wish to delete in the design screen.
3. Click the ‘X’ in the upper-right corner of the DatePicker you wish to delete.
4. Click OK when prompted to confirm.
5. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Change the DatePicker Size
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Add a DatePicker or go to an existing DatePicker in the design screen.
3. Click the ‘’ icon in the upper-right corner of the DatePicker you wish to resize. With each click, the DatePicker will grow to occupy the cell to the right. Once the DatePicker has occupied all cells in its row, the next click will decrease the DatePicker size to only the cell it was originally placed in.
4. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
| Created by | Saudia A. on | Oct-05-2011 |
| Last modified on | Sep-17-2015 |
