Default Text/Values in Fields

Strengthen processes by creating a starting text or values for fields in each new record

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Why use default field values/text?

Is there a certain set of field values in your workflow that exist in every new record? Would you like to eliminate the time-consuming work of adding the same value to each new item one at a time?

With the default text/value field, you can quickly and easily set up specific text or values that will be applied to all new records in your Table.

Setting up Default Text/Value Fields

To set a default value for a field, select the field's dropdown and click on the "Defaults" tab. This will direct you to select a default value that is applied only to 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

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.

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