Manually Creating & Uploading Date Fields

In (Version 1.5.0) Action Builder introduced Number and Date Fields.

With this update, Action Builder now supports the creation of dates, numbers, and U.S. and Canadian currency within Field Administration. This new feature functions similarly to the current notes field type, except now we have two additional field types you can select from: “number” or “date.”

One use case for the date type is tracking meeting attendance. The multiple attendance dates will now appear as a list, allowing organizers to quickly see all the meetings a person has attended.

To create a date field navigate to the "info" area under Field Administration. In this example, we created a section called "participation" and our response is "meeting type".

Adding a Date Response

Uploading Section Responses with a Date Fields

1. Upload your .CSV file.  Make sure to have separate columns for the response and the date.

2. Select and map your column responses to their corresponding fields in Action Builder

 3. Map your file's response values to the corresponding response already created in Field Administration. 

Querying between dates using the query builder on the WallChart

Once dates are established, you can query between a specific date range to find people who, for example, attended a meeting or signed a membership card.