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Question

Conditional default values

  • June 8, 2017
  • 0 replies
  • 34 views
I see where I can set a default value for a field, though I would like it so depending on the chosen [Activity Type] the default value for [Time Logged] is changed. So for example, [Time Logged] defaults to 0.05 for when [Activity Type] equals email, but defaults to 0.1 when [Activity Type] is phone call. Is it possible to add logic to the default value?

      If the data entry is on a form, then you can have a form rule.

      When [Activity Type] is email
      change
      [Time Logged] to 0.05

      and then a duplicate of that for the other one as a separate Rule.
      • JordanBeatty1
      • Author
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      • June 8, 2017
      Mhmm, I had done this, the only thing is now I need to make the rule for each type, while I guess it is a little messy, it will work.

      Thank you!
      Well, instead, have a single formula to calculate the default value.
      Then have a single rule that says if the [Time Logged] is blank, change it to the value in the field [calculated default value].

      Be sure to put that calculated value on the form  in a hidden field or section to be sure that the form rule sees changes to the calculated default value after the form is loaded.
      • JordanBeatty1
      • Author
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      • June 8, 2017
      Yes, this seems to be a cleaner approach,
      Thank you!
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