{"id":3288,"date":"2013-05-20T05:01:55","date_gmt":"2013-05-20T12:01:55","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=3288"},"modified":"2018-07-10T06:36:32","modified_gmt":"2018-07-10T13:36:32","slug":"using-default-values-editor","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/3288\/using-default-values-editor\/","title":{"rendered":"Using Default Values Editor"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">What is the Configure Fields: Default Values editor?<\/h3>\n<div class=\"StepInstructions\">\n<p>Specify the Default Field Values for a Record Type at the system-wide level using the <i>Configure Fields: Default Values<\/i> editor.<\/p>\n<p>When a new record is created for a Record Type, the system will automatically populate the fields with the Default Values that were set in this editor.<\/p>\n<p>You can access this editor from<i> Administration &gt; Configure System Record Types &gt; Configure Fields: Default Values. <\/i>Refer to the image below.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/03\/wpid36250-media_1511341654132-1-1.png\" width=\"703\" height=\"781\" alt=\"wpid36250-media_1511341654132-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><i>Configure Fields: Default Values<\/i> editor<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/03\/wpid36249-media_1475823066521-1-1.png\" width=\"665\" height=\"662\" alt=\"wpid36249-media_1475823066521-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">When to use it?<\/h3>\n<div class=\"StepInstructions\">\n<p>Use the <i>Configure Fields: Default Values <\/i>editor to:<\/p>\n<ul>\n<li>Set Default Values that will automatically populate the fields of a new Record Type.<\/li>\n<\/ul>\n<p>E.g. setting <i>Priority = Very High <\/i>when creating a new record of <i>Issues<\/i> Record Type.<\/p>\n<ul>\n<li>Define different template values for different fields of a Record Type.<\/li>\n<\/ul>\n<p>E.g. you can set the value of Requirement&rsquo;s <i>Description<\/i> with a template value consisting of different sections.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Getting Started<\/h3>\n<div class=\"StepInstructions\">\n<p>You can access online help for the <i>Configure Fields: Default Values editor<\/i> from the link below:<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/2948\/video-tutorial-getting-started-with-configuring-record-type-default-values\/\" target=\"_blank\">Video &ndash; Configuring Fields Default Values<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/21952\/how-to-configure-mandatory-and-read-only-fields-for-a-record-type\/\" target=\"_blank\">Configuring Mandatory and Read-Only Fields<\/a><\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the Configure Fields: Default Values editor? Specify the Default Field Values for a Record Type at the system-wide level using the Configure Fields: Default Values editor. When a new record is created for a Record Type, the system will automatically populate the fields with the Default Values that were set in this editor. You can access this editor from Administration &gt; Configure System Record Types &gt; Configure Fields: Default Values. Refer to the image below. Configure Fields: Default Values editor When to use it? Use the Configure Fields: Default Values editor to: Set Default Values that will automatically <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[308,29],"class_list":["post-3288","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-fields","tag-record-type"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-R2","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/3288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=3288"}],"version-history":[{"count":31,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/3288\/revisions"}],"predecessor-version":[{"id":40208,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/3288\/revisions\/40208"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=3288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=3288"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=3288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}