Configuring a Month & Day Question

A Month & Day question allows users to select a month and day without specifying a year.

This question type is useful when collecting recurring dates that do not require a year, such as birthdays, anniversaries, or annual events.

Adding a Month & Day Question

1. Navigate to the desired section of your form.

2. Select Add Question.

3. Select Month & Day from the Question Type dropdown.

4. Configure the available settings.

5. Select Save.

Configuration Options

Question Text

The question or prompt displayed to users.

Example:

• What is your birthday?

• When is your organization's anniversary?

• What is your preferred recognition date?

Best Practice: Clearly indicate that only the month and day are required.

Mandatory Field

Determines whether users must provide a month and day before submitting.

Enabled

• Users must select a month and day.

Disabled

• Users may leave the question unanswered.

Required for Draft Submission

Determines whether users must provide a month and day before saving a submission as a draft.

Enabled

• Users cannot save a draft without completing the question.

Disabled

• Users can save a draft and return later.

Note: This setting is typically used only when the information is required early in the application process.

Help Hover Text

Additional instructions displayed when users hover over the help icon.

Example Uses:

• Select your birth month and day.

• The year is not required.

• Please provide the date as accurately as possible.

Best Practice: Use Help Hover Text to clarify why the year is not being collected.

Hide Question From Reviewers

Determines whether reviewers can view the question and response.

Enabled

• The question and response are hidden from reviewers.

Disabled

• Reviewers can view the question and response.

Common Uses:

• Personal information not relevant to the review process

• Internal administrative fields

• Workflow-related information

Hide Question From Submitters

Determines whether submitters can view the question.

Enabled

• The question is hidden from submitters.

• The question can still be viewed and completed by administrators, if applicable.

Disabled

• The question is visible to submitters.

Important: When using an E-Reference question type, this setting must be enabled. E-Reference questions are intended to be completed by reference providers and should not be visible to applicants.

Common Uses:

• E-Reference questions

• Internal administrator-only fields

• Workflow tracking information

• Administrative notes

Common Use Cases

Month & Day questions are commonly used for:

• Birthdays

• Organization Anniversaries

• Membership Anniversaries

• Recognition Dates

• Annual Events

• Commemorative Dates

Month & Day vs. Date Picker

For example, a birthday celebration may only require the month and day, while a date of birth for eligibility purposes would typically require a full date.

Best Practices

• Use Month & Day when the year is not relevant to the information being collected.

• Clearly communicate what date users should provide.

• Consider privacy requirements when collecting personal information such as birthdays.

• Use Help Hover Text to explain how the date will be used.

• If age calculations or eligibility requirements are needed, consider using a Date Picker instead.