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Date and Date and Time

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Use the Date and Date and Time fields to enable users to enter a date and time, in minutes and seconds.

These fields can be useful for example, for adding a deadline. You can also use these fields with integrations. For example, to synchronize the incoming data when importing data from an outside source. 

Create New Date/Date and Time Field 

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  1. Go to Setup > Fields & Forms > Custom Fields.
  2. Click the New Custom Field link.
  3. Complete the following fields on the Basic tab:
  • Name: Enter a name.

  • System ID: A unique identifier, automatically generated when you name an object. You can use this identifier to reference an object in scripts, templates, tags, and through the API. You can change the System ID by selecting the pencil icon. Use caution when changing the ID as it can affect existing scripts associated with the object. For more information, see System ID.

  • Label: Assign a custom label to display everywhere the field is used. You can override the label later using the Form Designer.
  1. In the Field Type list, select Date or Date and Time.
  2. Optionally, do any of the following:
  • Basic tab:
    • Select Workflows Where You Want To Add Field: Select one or more workflows to which to add the field.

      The field will be added to the Create Case action and all Edit and View actions that use the default settings in the selected workflows. If you do not select any workflows, you will need to add the field to individual workflow actions. 

    • Should Field Be Required: Select the Yes checkbox to make the field required in the assigned workflow.

  • Read Permissions and Write Permission tabs: Configure read and write user permissions.
    Read permissions determine whether the field is visible on forms, case lists, and the Find Cases workspace.

    Users without the Write permission will be able to see the field value, but not edit it.
    For more information, see Add Permission Group and Custom Field Permissions.

  • Advanced tab:
    • Field contains personal data: Select this checkbox if the field contains personal data. Personal data in Secure Text fields is treated as sensitive personal data. The System Auditing log tracks all changes to personal and sensitive personal data, and views of sensitive personal data. For more information about personal data and sensitive personal data, see Personal Data in Custom Fields. For more information about the System Auditing log, see System Auditing.

  • Description: Add a brief description. This is used as an internal note for administrators.
  1. Click Add.