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Changing Values in Effective Dating Fields

For the fields that administrators set up as effective dating fields, agents can select the effective date of the field value change. Also, fields that are populated with data received from an external application, such as a self-service Web site, can have an effective date of the field value change. For more information about working with effective dating for field values, see About Effective Dating for Field Values and Records.

To change a value in an effective dating field

1. Navigate to the appropriate screen or view.
2. Click the field for which you want to change the value.

   An effective date button appears in the field.

   When administrators implement effective date tracking, they determine whether you can change the value in an effective dating field without clicking the effective date button. For more information about setting up editing of effective dating fields, see Implementing Effective Date Tracking.

3. If you can change the value in the field without clicking the effective date button, then complete the following steps:
   1. Change the value in the field.

      If the Status field is enabled for the field, then the field value does not change when you save the record that contains the field value because the entry for the changed field value in the Effective Date dialog box has a Status field value of Pending.

   2. Click the effective date button.
      • If the Status field is disabled for the field, then the Effective Date dialog box appears showing an entry for the prior field value with an effective end date and an entry for the new field value with an effective start date.
      • If the Status field is enabled for the field, then the Effective Date dialog box appears showing an entry for the prior field value with a Status field value of Approved and an entry for the new field value with a Status field value of Pending.
   3. (Optional) Change the date range for the entry for the prior field value and the new field value.
      • If the Status field is disabled for the field, then the order in which you change the date range for these entries is important. You see an error message if the date range for first entry that you change overlaps the date range of the other entry.
      • If the Status field is enabled for the field, then you cannot change the date range for the entry for the prior field value unless you have the authority to do so.
   4. Click Close to close the Effective Date dialog box.
4. If you must click the effective date button to change the value in the field, then complete the following steps:
   1. Click the effective date button.

      The Effective Date dialog box appears.

   2. Create a new entry.
   3. In the new dialog box that appears, enter the value for the field, select the starting date for the field value, and click Save to save your changes.
      • If the Status field is disabled for the field, then the Effective Date dialog box appears again showing an entry for the prior field value with an effective end date and an entry for the new field value with an effective start date.
      • If the Status field is enabled for the field, then the Effective Date dialog box appears showing an entry for the prior field value with a Status field value of Approved and an entry for the new field value with a Status field value of Pending.
   4. (Optional) Change the date range for the entry for the prior field value and the new field value.
      • If the Status field is disabled for the field, then the order in which you change the date range for these entries is important. You see an error message if the date range of first entry that you change overlaps the date range of the other entry.
      • If the Status field is enabled for the field, then you cannot change the date range for the entry for the prior field value unless you have the authority to do so.
   5. Click Close to close the Effective Date dialog box.