I would like a field that calculates and displays the number of days

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    aacleave
    Asked on December 05, 2017 at 05:11 PM

    I would a form that any user can access - and enter in the dates for their leave or holiday.

    I would like a field that calculates and  displays the number of business days

    (ie excludes weekends) - 

    The form is then sent to the employees nominated manager for authorisation.

    The manager opens the form, authorises it - and sends the authorised form back to the employee and a cc to HR


    Can that be achieved?


    The form below is what i have done  so far...

  • Profile Image
    Jan
    Answered on December 05, 2017 at 07:34 PM

    I suggest you insert 2 Date Picker tool and then calculate the number of days between them.

    Please check this demo form: https://form.jotform.com/73387704628971. You can clone it if you like.

    1512520130ss1.png

    After that, insert a Form Calculation widget and create this formula: Check OutCheck In

    1512520157ss2.png

    I believe you are planning to create an approval type of form. If yes, then I recommend you to check this guide: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.

    Related guide: https://www.jotform.com/help/259-How-to-Perform-Form-Calculation-Using-a-Widget

    Hope that helps. If you have any questions, let us know. Thank you.

  • Profile Image
    aacleave
    Answered on December 05, 2017 at 08:43 PM
    Thanks – looking good its so close….
    Date calculation must only be “weekdays” – ie exclude sat and Sunday
    Is that possible?
    ...
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    Marvih
    Answered on December 06, 2017 at 12:55 AM

    Let me do a test on this first. I will get back to after some time.

  • Profile Image
    Marvih
    Answered on December 06, 2017 at 01:11 AM

    Sorry for the wait, the best way to do this is by using the "Dates Difference" widget.

    In the widget's settings, you check "Sunday and Saturday" so it won't be included.

    1512540581153.png

    Then in your "Form Calculation" widget, add the "Date's Difference" field.

    1512540618154.png

    Check out the example form I made https://form.jotform.com/73390659000958

  • Profile Image
    aacleave
    Answered on December 06, 2017 at 04:43 PM
    Thank you
    Last questions – and hopefully we can get a solution – and I can upgrade.
    The purpose of the form so far is for annual leave request
    1. – is it possible to have a dropdown list of possible answers to input in a field
    ie as I type my name in a name box – the list of possible answers are displayed so I can easily select (Its for the email address’s which I would like to be selected – so the email is accurate)
    1. This is the more difficult question. Is there a way all these leave requests can be displayed on a calendar – or report – so everyone can see when anyone is away.
    Maybe the answer is to design the form on a calendar display and “add” leave requests as all day appts or something –
    Any suggestions appreciated
    ...
  • Profile Image
    Marvih
    Answered on December 06, 2017 at 06:10 PM

    is it possible to have a dropdown list of possible answers to input in a field
    ie as I type my name in a name box – the list of possible answers are displayed so I can easily select (Its for the email address’s which I would like to be selected – so the email is accurate)

    You can use "Auto complete" widget for this one, you can check the demo on this link https://form.jotform.co/33356981507865

    This is the more difficult question. Is there a way all these leave requests can be displayed on a calendar – or report – so everyone can see when anyone is away.
    Maybe the answer is to design the form on a calendar display and “add” leave requests as all day appts or something –
    Any suggestions appreciated

    You can create a calendar report but you need to use "Date Picker" field/widget which doesn't have the ability to calculate the days difference excluding weekends unlike the "Date Difference" widget.

    https://www.jotform.com/help/249-How-to-Create-a-Calendar-Report

    Or you can create a Visual Report https://www.jotform.com/help/187-How-to-Create-a-Visual-Report-with-Your-Form-Submissions

    You can try both and see which one works best for you.


    Let us know if you need further help.

  • Profile Image
    aacleave
    Answered on December 11, 2017 at 10:43 PM
    HI
    Thanks – just to confirm –
    There is no “calendar report” available to choose from –
    – I assume that’s because I have not yet “upgraded”?

    If I upgrade – is there a minimum period before I can cancel if this solution is unsuitable?


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    ...
  • Profile Image
    Marvih
    Answered on December 11, 2017 at 11:55 PM

    No you don't need to upgrade to create the reports, as I mentioned the Calendar Report can only be accessed/viewed if you are using the "Date Picker" Widget.

    Which if you will use doesn't have the option to Exclude weekends in calculationg the difference in Days.

    If I upgrade – is there a minimum period before I can cancel if this solution is unsuitable?

    Yes, you can ask for a full refund if it is still within 30 days. And a prorated refund if it's more than 30 days.

  • Profile Image
    aacleave
    Answered on December 12, 2017 at 04:43 PM
    We are so close….
    Thank you – I misunderstood about date picker widget – and I have a calendar report now.
    What I want is the calendar month to display showing “my name” on each day I am away – not just the first day I am away..
    [cid:image001.jpg@01D373ED.F5B96E10]
    And also – a way to cleanup records that should be deleted
    Thoughts?
    ...
  • Profile Image
    Marvih
    Answered on December 12, 2017 at 06:07 PM

    What I want is the calendar month to display showing “my name” on each day I am away – not just the first day I am away..

    Hi I think it is already present on your Calendar Report.

    1513119917267.gif

    Can you please give us more details if that is not what you mean.

    And also – a way to cleanup records that should be deleted

    Can you try deleting a submission data and see if it updates your Calendar Report?

  • Profile Image
    aacleave
    Answered on December 14, 2017 at 06:43 PM
    We are so close….

    Thank you – I misunderstood about date picker widget – and I have a calendar report now.

    What I want is the calendar month to display showing “my name” on each day I am away – not just the first day I am away.. I think that would mean creating a record for each day ?




    And also – a way to cleanup records that should be deleted


    Thoughts?



    ...
  • Profile Image
    Jan
    Answered on December 14, 2017 at 07:57 PM

    Your reply is the same as your previous post.

    Did you received or did you see the reply of my colleague Marvih on this thread (https://www.jotform.com/answers/1315232)?

    If you are still having issues, please let us know. Also, please provide more details so that we can assist you properly. Thank you.

  • Profile Image
    aacleave
    Answered on December 17, 2017 at 08:43 PM
    Thanks


    It’s the calendar display that I wonder if possible –

    It seems to me a record needs to be created for each day the person is away…..that way a “true” calendar report is produced

    Too difficult?

    ...
  • Profile Image
    ashwin_d
    Answered on December 18, 2017 at 02:32 AM

    It seems to me a record needs to be created for each day the person is away…..that way a “true” calendar report is produced

    I am not sure if I have understood your question correctly. Please note that when you create a calendar report, it reads the submission data received in your form and accordingly fill the calendar in the report. That means yes, you need a submission record to be created in form if you want any date in calendar to be filled in.

    Hope this helps.

    Do get back to us if you have any questions