Save time and ensure consistency with default field values! Automatically pre-fill fields in new records to streamline data entry, reduce manual input, and maintain uniformity across your table.
Plan Availability | All plan types |
Permissions | Administrators, Solution Managers |
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Why Use Default Field Values/Text?
Do you find yourself repeatedly entering the same field values in every new record? Default field values can help streamline your workflow by automatically applying specific text or values to new records in your table. This saves time and ensures consistency across your data.
Benefits of Default Field Values:
Saves Time: Eliminates repetitive data entry.
Consistency: Ensures uniformity across records.
Automation: Applies default settings effortlessly to new records.
Setting Up Default Text/Value Fields
Follow these steps to configure default field values for new records:
Access the Field Settings:
Open the table containing the field you want to set a default for.
Select the field's dropdown menu.
Go to Defaults Tab:
Click on the "Defaults" tab within the field settings.
Set a Default Value:
Enter the desired default value or text.
Save the settings to apply this default to all new records.
Default text fields examples
Default Checklist
Creating a default checklist is a useful project management tool that, in this case, avoids having to retype the reoccurring subtasks in each Project task.
Default Text, Text Area, and SmartDocs
Create default Text and Text area fields to store that repetitive text that applies to all records.
Use Default SmartDocs (and checklists within them) to access detailed information that applies to all records.
Default Field Value Examples
Whether it's a checklist for recurring tasks, standard text for records, or SmartDocs with pre-filled details, default field values help ensure consistency and save time across your projects.
Status Field
Default status fields are useful as a starting point in your workflow.
For example, in a Sales CRM solution, you may want each new record to have a default stage status of "New."
Having status default values, in this case, may be important in setting the stage for your workflow.
Single/Multiple Select Fields
Use the default field option for Single and Multiple Selects to indicate a starting point, in this case, the estimation stage in your workflow.
Default Dates
If you have a specific date that pertains to all records in your Table you can create a default date to automatically fill when you create a new record.
Default Assigned To
If you would like the default value of an “Assigned To” field to be the creator of the record, you can do this by selecting “Record Creator” in the Defaults list.
Practical Scenarios and Use Cases
1. Project Initialization
Scenario: A project team needs pre-filled checklists and status updates for new projects.
Solution: Use default checklists and statuses to ensure all new projects start with consistent templates.
2. Sales Workflow Automation
Scenario: A sales team tracks leads through predefined pipeline stages.
Solution: Set default status and select fields to classify new leads automatically as "New."
3. Onboarding New Employees
Scenario: HR needs to create consistent onboarding tasks for each new employee.
Solution: Use default SmartDocs to include onboarding instructions and checklists in each employee record.