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How to Allow Each Member to Submit Only One Record per Day?

Case Overview

When designing a form, you can enable No duplicate values in field validation for individual fields. However, in actual business scenarios, each field may allow duplicate values on its own, while duplicate submissions should not be allowed when multiple fields are combined.

This article uses the scenario of allowing each person to submit only one record per day as an example to introduce how to validate duplicate values across multiple fields.


Application Scenarios

  • In a daily work report scenario, each person can submit only one work report per day. That is, duplicate value validation needs to be applied to both the Reporter and Report Date fields.

  • In an event registration scenario, each person can register for the same event only once. That is, duplicate value validation needs to be applied to both the Event and Registrant fields.

  • In a benefit claim scenario, each employee can claim a benefit only once per month. That is, duplicate value validation needs to be applied to both the Claimant and Claim Month fields.


Solution Design

  1. Use the GETUSERNAME() function to obtain the nickname of the current member, so that it can be converted into text and used in formula editing.

  2. In the validation field, use the CONCATENATE() function to join the fields that need to be validated, creating a unique value for each record, such as Reporter + Report Date.

  3. Enable No duplicates for the validation field to implement duplicate value validation across multiple fields.


Expected Effect

Taking daily work report submission as an example, if a member has already submitted a work report today, they will not be able to submit another one on the same day.


How to Set It Up?

The following steps use the daily work report scenario as an example.

Step 1 Building the Form

Create a Work Report form and configure the fields as follows:

Field Name

Field Type

Reporter

Single Line

Report Date

Date&Time (default value: current time)

Today’s Work Report

Multi Line

Validation Field

Single Line

Step 2 Setting Formulas

Since the Member field is not convenient for formula editing, use a Single Line field instead. Then, use the GETUSERNAME() function to automatically obtain the nickname of the current member.

1.Select the Reporter field. In Field Properties > Initial Value, choose Formula and Edit Formula below.

2. Set the formula for the Reporter field to: GETUSERNAME()

This formula automatically obtains the nickname of the current member.

Remember to click OK to save the settings.

3.In the same way, set the formula for the Validation Field to:

CONCATENATE(Reporter,TEXT(DATE(Report Date),"yyyyMMdd"))

This formula uses the CONCATENATE() function to join the reporter name and report date, creating a unique value for each person’s daily submission.

Step 3 Setting Duplicate Validation

Select the Validation Field. In Field Properties > Validation, tick No duplicates, and set the custom prompt to:

You have already submitted data today. Please do not submit it again.

Step 4 Setting Field Permissions

To ensure data accuracy and keep the form layout clean, go to Field Properties > Field Permissions and configure the field permissions as follows:

  • Reporter: Viewable, not editable

  • Report Date: Viewable, not editable

  • Validation Field: Not viewable, not editable

After setting the field to invisible, go to Form Properties > Hidden Field Default Value and set Always Recalculate.

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