Complete Target date
Enter the desired completion/submission date.
Exact navigationService Journeys form → One-Off Services
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Enter the desired completion/submission date. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Service Journeys form → One-Off Services.
- Go to the One-Off Services intake section containing Target date.
- Enter or select Target date using the supported value described below.
- Continue to the next step or save the current brief so autosave records the value.
- Reopen the brief or review page and confirm the value is shown correctly.
Fields, choices and supported possibilities
Target dateEnter the desired completion/submission date.
Code-backed validations and workflow rules
- The field is stored as part of the current request or intake answer set.
- Leave an optional field blank only when the form permits it; required fields must pass server-side validation.
Expected result and verification
- The complete target date workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.