I would like to create a few standing agenda items that auto-populate every meeting. Is there a way to do that?

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Photo of Annette


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Posted 3 years ago

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If you truly want to have a new record auto populate with standard text, then you can set that as the default value for the field.  You will likely have to copy and paste it in from say Word.

But a better way would be to have a text formula field called [Standard meeting topics] like this.


"Agenda item 1",

"Agenda item 2",

"Agenda Item 3")

Then a form rule that says

When the [copy standard checkbox] is checked.

 and when [Meeting topics] is blank

Change the value of [Meeting topics] to the value in the field [Standard Meeting topics]

Change the value of the [copy standard checkbox] to unchecked.