How can I ensure proper date formatting?
Captricity can capture dates in specific formats via the Date field and formatting tool. Date is one of the field types offered by Captricity. A Date field will capture numerical dates (like 5-9-92) and long form dates (like May 9th, 1992), including abbreviations for months (such as Feb. or Nov.). By default, all data digitized by using a Date field will be captured exactly as it appears on the form. You can choose how to format Date fields either before or after processing data, including punctuation and character length. Date formatting options currently include standard American date format (month before day) and standard European date format (day before month). The formatting will be applied to all forms digitized using that Template.
To begin, simply draw a field and define it as a Date field. Then, click on the link to Template Settings to format your date data. You do not need to add special instructions to ensure proper date formatting. You can also format the Date field after processing data by going to Template settings.
You will be brought to the Date formatting tool within the Format Data section of Template settings. This will show you all the Date fields within your Template. Please note that any Date fields that have special instructions or other formatting applied will not show up in the list. Date formatting is the only allowed formatting for Date fields.
First, choose the expected input of the dates on your forms from the dropdown. This is the format you expect the dates to be in when they are written on the forms. If you are unsure of how the dates will be written on your forms, simply choose that option.
Then, select the desired output formatting of the dates from the dropdown. If you know the input format of the dates, you will specify the ordering of the month and day in addition to punctuation and character length. If you do not know the input format of the dates, you will select punctuation and character length.
After you selected the date input and output, select the fields to which to apply the formatting. You can format all your date fields in the same way or in different ways. Then click Save. You can specify additional Date field formatting afterwards. You can click undo or remove all to remove your Date field formatting at any time.
All the data digitized within that Date field will now appear in the specified formatting. Any data that does not fit with the formatting will be marked as impossible (for example, a date is captured without a year be returned as impossible). All date formatting will be maintained in data CSV, Google Spreadsheets, or Salesforce exports.
Remember that you cannot use Special Instructions or apply other formatting (like find and replace, change case, or split into multiple columns) to Date fields if you want to apply Date formatting to them.
Note: If you want to format your dates in another way besides the listed options, use Special Instructions to specify the desired output instead of the formatting tool. Please also email us to let us know in what format you would like your dates - we will keep your feedback in mind as we update the tool!