How to restrict the start date and end date of the request is future date only

[miaoying]

Hello Team, 

How to restrict the start date and end date of the request is future date only and past date not allowed?

Currently, we are adding a Start Date and End Date field to Request Header. But the system allows to select a past date. We would like to restrict it to future date only. 

Do you know how to configure it? I know we could do some restriction using audit rule. Do you have any better option?

Thanks

[PoojaKumatkar]

Hi @miaoying ,

I think there is a standard future date restriction audit rule available in request module. Can you please check and if it is available then activate it.

Once that is done your issue will get resolved. 

If this answers your query, then please mark solution as accepted.

[miaoying]

Hello @PoojaKumatkar ,

Thanks for your reply.  I didn't see an pre-defined rule in our system. I tried to write the audit rule to check the date, it triggers only when request header is saved. What I would like to have is remind employee when selecting the date, or it is unavailable to let employee select the past date.

That's why I am asking if there is a better solution or how to configure it as a standard behavior.

Thank you

[PoojaKumatkar · Accepted solution]

Hi @miaoying ,

Sorry the one which I was talking about that rule is for segment form. For header form we need to write new custom audit rule on Request Save event.

As you are aware all audit rules trigger on selected event basis hence, there is no other option to trigger error msg without saving request header form.

We cannot use field validation also as there is no regular expression available to check current date.

Hence, what you can do is, on form field level you can update field label as below and also add tooltip msg if needed. This is the only option you have.

If this answers your query, then please mark solution as accepted.

[miaoying]

Hello @PoojaKumatkar 

yeah, I can't find regular expression to check current date either. We have to use audit rule to do this. 

Thank you. Hope Concur could improve this in later release. 

[KevinD]

@miaoying Audit Rules "fire" based on an action (i.e. Request Save, Entry Save), so without having the action trigger the rule, you cannot really accomplish what you are asking by an audit rule. However, I believe the only way to prevent past dates is by an audit rule. 

Although, you can add Tool Tips to fields, so maybe adding a tool tip to the Start and End Date Fields that remind users they cannot choose past dates could work. You would still need the audit rule thought to do the actual prevention of saving those dates to the Request.  Tool tips are done on the Forms and Fields screen, which you probably do not have access to. This means you would need to submit a help ticket to Concur Support to do this.

You cannot restrict available dates on a calendar for those fields where a date needs to be entered. 

One question for you...do you require that expense reports with travel related expenses have an attached Travel Request?