You can learn how to create a new Form Field from this article.

When working with forms, it’s important to understand the distinction between the Date and Date-Time fields, as they serve different purposes.

•  Date Field: This field allows users to select a date using the date picker and is best suited for storing date-only values, such as birthdays or event dates.
•  Date-Time Field: This field enables users to choose both a date and a specific time, making it ideal for scheduling deadlines, task due dates, or time-sensitive actions.

Navigating to Form Fields

Go to Settings > Apps, select the app you’d like to add the field to and select the ‘Form Fields’ tab.

Selecting Date Field

To set up a Date field in your app, follow these steps:

•  Add a New Field: Click the Add Field button to open the Field Type selection window.

•  Select Choice Type: From the list of available field types, choose the Date option.

•  Configure the Field: After selecting the Date field, proceed with the configuration settings as needed.

Configuring a Date Field

Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.

You can add a Format Mask for your Date fields to change the way they are displayed in the forms.

Here is a table with the formatting options available.

If desired, you can set a default value for all new records. Team members will have the option to override the default value if needed. 

Date fields can also be calculated. Just enable the ‘Calculated’ checkbox and add your custom code in the space available for it. 

Enable the ‘Required’ checkbox if the information for this field is mandatory. It means that if you enable this option, every time a team member creates a new record, they will need to input a date for this field in order to save it. 

If you enable the ‘Lock After Create’ as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward. 

Once you are done setting your field, click the save button. 

Note: All new fields are added at the bottom of the form. 

Configuring a Date Time Field

Follow the same steps described in the section above, the only difference should be the type. It must be set to ‘Date Time’.

Changing a Field’s Type

In Servis.ai, once a field is created, its type (e.g., text, number, date, boolean) cannot be modified directly. This limitation helps ensure data consistency and prevents errors that could arise from incompatible data formats.

If you need to change the type of an existing field, you’ll need to follow these steps:

•  Create a New Field: Go to the Form Fields tab on your App’s Settings and create a new field with the desired type (for example, switching from a text field to a number field).
•  Deactivate the Old Field: Once the transition is complete, you can choose to delete the original field or simply hide it from views to avoid confusion.