Configure default values

Setting default values automatically populates fields at entry creation using static values, calculated results, or system-derived context.

Configuration applies to:

Business use cases

Default values support consistent data initialization and reduce manual effort by automatically populating fields based on predefined rules and system context. Key scenarios include:

  • Personalized defaults: Automatically populate fields such as Created by or Submitted by using the current user’s name or username.

  • Automation: Generate values dynamically at entry creation, such as unique identifiers, derived classifications, or calculated defaults based on business logic.

  • Form standardization: Initialize fields such as Status, Category, or Type with predefined values to enforce consistent starting states across entries.

Procedure

The following procedure uses the example of a new employee onboarding form to demonstrate automatically setting field values using fixed values, scripts, or system variables.

  1. In the Application tree, select the field you want to prefill.

    For example, Department, Employee ID, or Submitted By.

  2. In the Settings/properties pane, locate the Default Value section.

  3. Set the default value based on your requirements:

    1. Fixed Value: For static, unchanging values.

      Example: Set Employment Type to Full-time.

      Result: Every new onboarding entry automatically populates Employment Type with Full-time.

    2. From Script: To provide a server script that sets result.data to a string value for dynamically calculated or generated values.

      Example: Set Employee ID using a script that generates a unique identifier.

      Result: Each new entry receives a unique ID automatically.

      The server script must return a string via result.data.

    3. System Variable: For user-specific defaults

      Example: Set Submitted By to Name.

      Result: Each new entry automatically fills Submitted By with the user configured in the User tool.

  4. In the Shell bar, select Save.

  5. In the Preview pane, confirm that respective fields are automatically populated according to configured default values.

Result

  • You have configured default values so that fields are automatically populated when a new entry is created.

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