Header Start and End Dates

[joshhorton]

Would love the ability to auto populate the Header Start and End dates.

For us they will always be the first and last days of the calendar month.

Users find no value in having to add these every month.

[craigeh1]

A potentioal mehtod to auto populate the Header Start and End dates is to use two validation audt rules to update the Start and End Dates on Repor Save. The Validation table would have B cas the code, the month and the start date for that month. When submitted the rule would look up in the month column and update the start date into the report header start date. Ths second validation rule would be the same with the only difference upating the end date.

Hope thsi helps.

[joshhorton]

Hi Craig, what does "B cas the code" mean?

[KevinD]

@joshhorton追求ion for you...what is the value of having start and end date at all on the report header? I see many of our customers not using this.

Are you trying to ensure employees are submitting expenses on one report that have transaction dates that fall between the first and last day of that month?

[joshhorton]

Hi Kevin, yes, that and we have an audit rule that looks at the end date on the report. If they are submitting an expense report after the end date then they cannot submit the report. This is to keep them from submitting expenses into the next month.

[najibtowy]

I agreed with craigeh1, you can use a Validation Rule to have this auto-populated . It also depends on the nature of the fields for your Start and End dates.

But technically , it is possible to auto populate it.