FORM Butler DATE form-field

FORM Butler can convert a merge field in a Word document into an editable date field. In this example, we will configure a Close Date merge field as a single-line input and apply date validation so users can enter or select a valid date.

Step 01: Prepare the Word Document #

1. Open the Word document you want to use with FORM Butler.
2. Add the merge field that will become editable if it is not already present in the Word document. The same merge-field syntax used with PDF Butler can be used when creating the FORM Butler document.

In this example, the document contains a Close Date merge field.

Note: If your FORM Butler Doc Config, document upload, and required DataSources are not already set up, complete the FORM Butler Document and DataSource Setup guide before continuing. 

If the configuration already exists, review the current DataSources and add any additional DataSource required for the field you are configuring. After adding a new DataSource, click Save to Server before continuing.

Step 02: Configure the Field as a DATE Form Field #

1. On the left-hand side, click Add Config Type.

1. Enter a name for the field you want to configure. Use the same name as the corresponding merge field in the Word document. Then change the configuration type from Single to Single for Form Fields.

1. In Datasource, select the data source that contains the field you want to use.
2. In DataSourceField, select the specific Salesforce field that should supply the value.
3. In MergeField, enter the merge field from your Word document that should be linked to that Salesforce field.

In this example, the Close Date field is used from the Opportunity data source.

Step 03: Configure the DATE Form Field Settings #

You can now use the Form Field Data options to configure the field as a date input.

1. Leave Lock when data unchecked if users should be able to edit the value after the document is generated.
2. Set the Control type to Single Line Input.

1. Choose the preferred measurement unit for the form field dimensions. Then set the width and height of the form field.

In the example, the field is set to approximately 60 mm wide and 8 mm high.

1. Set Validation Type to Date. This tells FORM Butler to treat the field as a date. When the form is opened in FORM Butler, the field can use a date selector. Then click OK.

Step 04: Save and Test the Form Field #

1. Click Save to Server. Confirm that the configuration validates successfully.
2. Generate a preview document to verify that the date field appears correctly and is populated as expected.