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CCO MedicalActive Voice
Active Voice
February 13, 2024
Solved

Docusign formulas to calculate a particular date using a Text field validated as a date.

  • February 13, 2024
  • 8 replies
  • 975 views

I have a text field that is validated as a date MM/dd/yyyy for the signer to enter.  I am having trouble creating a formula that will add 6 months to the date entered by the signer.   There is not much information online that specifies how to do this.  I have tried using the autocomplete to help create a formula and that is not working either. 

Best answer by David.Schmitz

@CCO Medical I tried this very setup (with one slight variation) and I do get the appropriate results. So I would make two suggestions. On the Data Labels for your Date fields remove the spaces and make the Data Label more simple. I used “Date1” as seen in my formula.  Spacing in the formula should not matter but its a variable that we could remove. Also for this specific test I would remove the Data duplication, at least for the test.  This is where you have two fields set to data labels that are exactly the same, perhaps that may be creating an issue, but I suggest just for testing to set the Data Label to be unique for each field such as Date1 and Date2, retest the formula set on Date1, see if it sets correctly then proceed back to the same data label and retest.

AddMonths( [Date1] , 6)

8 replies

Michael.Rave
Docusign Employee
Michael.RaveDocusign Employee
Docusign Employee
February 13, 2024

@CCO Medical

You want to leverage the AddMonths() formula: AddMonths([Text Field],6)

Replace “Text Field” with the actual Data Label of the input field for the signer.

Please see the following DocuSign Support Article for details:

https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=gne1578456360501.html&_LANG=nlnl

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Active Voice
CCO MedicalActive VoiceAuthor
Active Voice
February 20, 2024

I am still not able to get it to work. 

 

This is the date field that I am using in place of the “[Text Field]:

This is the formula I entered:

It says no results after entering the formula.  I tested the formula in preview by entering a date and it is still not calculating anything. 

 

Hero
David.SchmitzHero
Hero
February 20, 2024

@CCO Medical Preview does not calculate Formula outcomes, best option is to send this envelope to yourself as a test and validate the field formula output.

I believe Preview should calculate formulas but that has never been the case as long as I have used that Preview function.

    Active Voice
    CCO MedicalActive VoiceAuthor
    Active Voice
    February 21, 2024

    David, 

     

    Thank you so much for your help.  I tried using the formula with a real envelope, as you suggested, and still not working: 

     

    Hero
    David.SchmitzHero
    Hero
    February 21, 2024

    @CCO Medical At a minimum you got a value rather then the default “Fx” let me try this Formula in a Template and see what I can troubleshoot.

      Hero
      David.SchmitzHeroAnswer
      Hero
      February 21, 2024

      @CCO Medical I tried this very setup (with one slight variation) and I do get the appropriate results. So I would make two suggestions. On the Data Labels for your Date fields remove the spaces and make the Data Label more simple. I used “Date1” as seen in my formula.  Spacing in the formula should not matter but its a variable that we could remove. Also for this specific test I would remove the Data duplication, at least for the test.  This is where you have two fields set to data labels that are exactly the same, perhaps that may be creating an issue, but I suggest just for testing to set the Data Label to be unique for each field such as Date1 and Date2, retest the formula set on Date1, see if it sets correctly then proceed back to the same data label and retest.

      AddMonths( [Date1] , 6)

        Active Voice
        CCO MedicalActive VoiceAuthor
        Active Voice
        February 21, 2024

        @David.Schmitz 

         

        The spacing seems to be what the issue was.  I simplified my data label for the date field, removing all spaces, and IT WORKED!!!!  Thank you so very much!!!

          Hero
          David.SchmitzHero
          Hero
          February 21, 2024

          @CCO Medical Glad I was able to assist.

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