Date and Time Input Formatting in NetSuite CPQ Configurator

TL;DR Opening

Users can now input dates and times in a customized format within the NetSuite CPQ Configurator, enhancing the accuracy and efficiency of data entry in specific question types. This feature is critical for ensuring that users submit their responses consistently and correctly.

How Can Users Input Dates and Times?

Starting in the latest version of NetSuite CPQ Configurator, users can easily type dates and times following a predefined format. This flexibility is available across various question types that require date and time input, allowing for enhanced data accuracy and user experience.

Supported Input Types

Formatted date and time input is available in the following areas:

• Date and Time Input Box Text Fields: This allows users to enter date and time in text fields precisely formatted to your specifications. For operational effectiveness, refer to Input Box Questions for additional insights.
• Date and Time QTable Columns: Users can also provide formatted date and time input within QTable columns. Detailed guidelines can be found in QTable Questions.
• Checkboxes and Radio Buttons: These input types can be associated with date and time. More on configurations can be found in Checkbox and Radio Button Questions.

Enabling Date Mask Format

To enable the formatted date and time input capability:

1. Access the answer records for the relevant question types in NetSuite CPQ Configurator.
2. Check the Enable date mask option. This setting ensures users type date and time using only allowed characters.

User Input Guidelines

When utilizing this feature, note the following:

• Automatic Formatting: Fixed characters like slashes or hyphens are filled automatically as users type, reducing input errors.
• Navigation Keys: Users can leverage the left and right arrow keys to move between elements of the date and time, while up and down arrow keys allow them to increase or decrease values efficiently.
• Selector Options: Users retain the option to select date and time using a calendar and time selector, maintaining flexibility in input methods.

Who This Affects

This enhancement primarily impacts:

• Administrators: Responsible for enabling and managing date and time settings.
• Developers: Require familiarity with implementing these input formats in customization.
• Users: Directly benefit from improved data entry accuracy and ease of use within the CPQ Configurator.

Key Takeaways

• Users can now input formatted dates and times within the NetSuite CPQ Configurator.
• Enhanced input options are available for text fields, QTable columns, and checkboxes/radio buttons.
• Enable this feature by checking the Enable date mask option in answer records.
• Automatic formatting and navigation improve the user experience during data entry.
• Still retain the option to use calendar and time selectors for input.

Source: This article is based on Oracle's official NetSuite documentation.