InfoPath Dev

I forgot to mention that you should also set the condition on when the rule will be executed. An example is a rule that would only execute when QuarterBegin date is blank AND The expression "04" > substring(xdDate:Today(), 6, 2) AND "01" <= substring(xdDate:Today(), 6, 2)

Hi Buck_Murdock, You may try creating a rule that sets a field's value. The following settings might work for you: Action: Set a field's value Value: concat(substring(xdDate:Today(), 1, 4), "-", "01", "-", "01") Hope it helps.