How can I add a date in a data field?
- The date is one of the types you can select for any of your data fields. After a data field is created from scratch, or with the use of default data fields, you can either set a value or leave the date's value blank.
- Adding a field's description is also optional:
How can I format date data fields?
From the data field's properties, you can select the specific type of date formatting you wish to use for your contract.
Depending on your contract language, there are several different options or completely custom ones based on other country standards.
- Select the option you need from the "formatting" optional field in the data field sidebar:
- If no other formatting option has been selected, the default dates formatting will be based on the contract language.
Can I format my contract dates?
All activities in your contracts are linked to dates of execution.
Some examples include:
- Date of creation
- Date of signature
With the new "transform data" automation action, you can change the default formatting of any of these dates and use it in your automations directly (date formatting transform type) or with dynamic date calculations:
This allows you to use any date data point from your contracts and turn it into the exact format you want to use for the following automations, or various calculations:
Can I base automations on date data fields?
Yes, you can use one of the following data field triggers for completely customized automated flows:
Can I update dates in data fields automatically?
Yes, you can automatically create or update the value of any date data field by using the "create or update data fields" automation action.
What is the default date formatting across my automations?
All date data fields will be formatted in the same format as your contract language.
Therefore, we recommend you use a "transform data" action to make changes in the default format (based on document language) or for additional dynamic calculations based on contract dates.
Which default data fields with date type can I use in my contracts?
Default data fields are static fields in the sidebar visible across all of the documents within your company (templates, drafts, contracts, uploads).
Main characteristics of default data fields:
- It cannot be deleted from the sidebar or renamed
- Create a cohesive data structure across all your company's documents
- Allow you to use Contractbook as a data-driven contract management system
1. Dates:
- Data field Name: Start date
- Date field Type: Date
- Description: Date of entry into force
- Value: 12/08/2022
- Data field Name: Date of Expiry
- Date field Type: Date
- Description: Date of expiry into force
- Value: 12/08/2024
- Data field Name: Renewal Date
- Date field Type: Date
- Description: Renewal date refers to the date on which the contract is renewed. It can also refer to a period until which the issuer can notify the other party of a new change.
- Value: 12/08/2024