Linked Fields: limiting the values that pull through by date range

Yuu can now set linked values to pull through for a specific date period. This prevents data from linking that is very old, or not completed within a specific testing block. You can even pull through Max and Min values during that date period as well.

You can limit a linked field to only pull through data if it is entered within a specific date range

You can limit a linked field to only pull through data if it is entered within a specific date range

Many users have linked values, options and text fields set up to pull through the most recent data that is entered from that linked field. However, if a record was over 6 months old and you only wanted to data to be pulled through from the last 1 month this could not be achieved. The Date Restriction now enables users to set limits about whether a value should show if it over a certain date period.

To set up a Date Restriction go to the calculation section for the Linked Field

To set up a Date Restriction go to the calculation section for the Linked Field

1: Click on the Drop Down Box for Date Restriction

2: Click on Last

Now choose the specific date period that you want linked value to show from (e.g. 1 week, 2 weeks, 1 year etc)

Now choose the specific date period that you want linked value to show from (e.g. 1 week, 2 weeks, 1 year etc)

On the site, only the data entered within the previously specified date range will be pulled through. If there is no data within that period it will be blank.

On the site, only the data entered within the previously specified date range will be pulled through. If there is no data within that period it will be blank.

The image in the step here shows you that when you limit the data to only pull through information from the last 1 -4 weeks those fields appear blank. This is because no data has been entered within any of those date ranges. There was a record entered within the last 1 year, so this value is pulled through in the field set to show data within the lat 1 year (as shown here).

Date Restrictions can be applied to Text and Options

Date Restrictions can be applied to Text and Options

You can also set up max and min restrictions to pull through from that date range. The example here shows Max has been selected

You can also set up max and min restrictions to pull through from that date range. The example here shows Max has been selected

You can also specify whether the system pulls through a maximum or minimum value from a specific date period. The example here shows that two linked values are being set up to pull through a maximum and minimum value entered over the past 4 weeks. To select maximum or minimum, click on the Select Value drop down (shown in the image here)

N.B. The Maximum is NOT set based on the highest or lowest is best setting. It is purely based on whether the value is small or big. If you use max or min enter in some test data to ensure it is set up correctly for your requirements.

You can view newest and oldest entries over from a set date period as well.

You can view newest and oldest entries over from a set date period as well.

The system defaults to newest when you set up a linked field. This means the newest value is pulled through

Oldest would pull through the oldest value in that data range.

The image here shows the different values that pull through for values, options and text for a combination of oldest, newest, maximum and minimum over different date periods

The image here shows the different values that pull through for values, options and text for a combination of oldest, newest, maximum and minimum over different date periods

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