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aacleaveAsked on December 5, 2017 at 5:11 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...
Page URL: https://form.jotform.co/73386535371866 -
JanReplied on December 5, 2017 at 7:34 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.
After that, insert a Form Calculation widget and create this formula: Check Out - Check In
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.
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aacleaveReplied on December 5, 2017 at 8:43 PMThanks – looking good its so close….
Date calculation must only be “weekdays” – ie exclude sat and Sunday
Is that possible?
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MarvihReplied on December 6, 2017 at 12:55 AM
Let me do a test on this first. I will get back to after some time.
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MarvihReplied on December 6, 2017 at 1:11 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.
Then in your "Form Calculation" widget, add the "Date's Difference" field.
Check out the example form I made https://form.jotform.com/73390659000958
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aacleaveReplied on December 6, 2017 at 4:43 PMThank 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
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MarvihReplied on December 6, 2017 at 6:10 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 appreciatedYou 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. -
aacleaveReplied on December 11, 2017 at 10:43 PMHI
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?
HOWARD ABEL
ICT MANAGER
M +61 416 212 126
D +61 3 8650 6098
H.ABEL@ACILALLEN.COM.AU
_____
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VIC AUSTRALIA 3000
T +61 3 8650 6000
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MarvihReplied 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.
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aacleaveReplied on December 12, 2017 at 4:43 PMWe 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..
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And also – a way to cleanup records that should be deleted
Thoughts?
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MarvihReplied on December 12, 2017 at 6:07 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.
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?
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aacleaveReplied on December 14, 2017 at 6:43 PMWe 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?
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JanReplied on December 14, 2017 at 7:57 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.
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aacleaveReplied on December 17, 2017 at 8:43 PMThanks
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?
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Ashwin JotForm SupportReplied on December 18, 2017 at 2:32 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