How to assign default values

Assigning Default Values on Custom Forms

Default values are a great way to save time when entering data through forms. Although a default value can be used on a form to edit a record, they are typically used on forms to create records. Default values are assigned and utilized on a form by form basis to maximize time efficiency for your workflow. Default values can be assigned to any non-calculated field on your form with some additional settings depending on the field type. For example, single line fields can manually insert a desired value, drop down lists can have a pre-selected option, and date fields can populate dates that are in the future. Values can also be assigned to relational fields for records to be set to link to the same parent record each time.

Default values are found in the form editor then selecting to edit the field settings itself. Below we have our Project Overview form where we are setting the default status to "Planning" for any new project. 

First, select the pencil to edit the field settings:




The default value setting is at the bottom of the settings window. For the drop down we can select any value from the list. Here we'll select Planning to assign that status to every new project:



Once the setting is saved and you view the form, we can see the DV label applied to the field to mark that a default value is assigned to that field. This label will be hidden once the record is saved.


Dates

Default values with date fields can be marked for now (date/time the form is opened) or for the future. Future dates require a numerical input plus a unit of time to add to the time the record is created. The available units are days, weeks, or months. For our example below, we'll assign a default value of six weeks from the time of creation for our project to start:



When looking at the form, we can see that the default value is now set to be six weeks from today - June 6, 2016 - on July 18, 2016.



IMPORTANT NOTE: When utilizing a default value on a form used to edit a record, the specified default value will be inserted into that field where it was previously blank.  You will see the "DV" icon in this case.  If this causes issues, we recommend only using default values on forms assigned to create records.

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