Setting up Defaults

Default is a feature that is applied to standardize the record creation process. It is used to set a default value for a field, which will be populated automatically whenever the form will open. It can be edited there or can be made read only.

NOTE: This functionality works based on the roles.

Setting up Defaults

To create a new Default, please follow the steps mentioned below:

  1. Login with valid credentials.
  2. Click on setting icon on top right corner à Click “Modules”.
  3. Select a module from the list in which you want to add Default.
  4. Click on “Business Rules” tab à select “Default”.
  5. Select the role on which you want to set up default.
  6. Expand the selection by clicking on the icon present on the right.
  7. Find the field using the Select Field tab on the left and click on add.
  8. Then enter (or select) the value for that field which you want to make default.
  9. If you don’t want to make it Editable then check the Read Only checkbox otherwise not.
  10. Click Save. (Default Applied)
  11. You can also modify the rule by clicking on the Edit.