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Creating DateTime Fields

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Lauren Vogeli
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SharpSpring enables you to create custom fields and add them to forms. Custom fields can be used to trigger automation workflows, segment contacts to a list, inform sales people, and much more. One of these fields is the DateTime custom field. This article will detail how to create custom DateTime fields.

Important: Creating custom fields with the same name as system fields results in those system fields being rendered invisible and unusable in the platform. To restore system fields, contact SharpSpring Support. For more information on available system fields, refer to Available SharpSpring System Fields.

The following user roles can use custom field types:

  • Administrators


Article Contents


Creating Custom DateTime Fields

The DateTime field is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as a data. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on.  

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings    .
  2. In the left panel, under the Features section, click Custom Fields.
  3. Click Add Field > Lead Field.
  4. In the Field Label text box, enter a name for the field.
  5. Click the Visible in Contact Manager checkbox.
  6. Uncheck the Editable in Contact Manager checkbox.
  7. Click the DateTime picker radial.
  8. In the Placeholder text box, enter placeholder text to display.
  9. In the Merge Variable Format drop-down menu, select the desired method of displaying dates and times.
  10. Click Create Field.
  

DateTimeCustom.gif
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If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form.


Changing DateTime Field Displays

To change the date format and other information in DateTime custom fields, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings    .
  2. In the left panel, under the Features section, click Custom Fields.
  3. In the field list, next to the desired DateTime field, click  cog.png  Options > Edit Field.
  4. Edit the Field Name and Placeholder text as needed.
  5. In the window that appears, click the Merge Variable format drop-down menu.
  6. Select the desired date and time display.
  7. Click Update Field.
  


Click to enlarge.


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