Difference between revisions of "Set a Default Value"

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(Setting Default Checkbox)
 
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You can set default values for any list field on a field report template. This includes single selection lists (radio buttons or combo boxes), and multiple selection lists (checkboxes). Default values are pre-selected whenever users open a a new field report.
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You can set default values for any list field on a Data Entry Form template. This includes single selection lists (radio buttons or combo boxes), and multiple selection lists (checkboxes). Default values are pre-selected whenever users open a new Data Entry Form.
  
==Setting Default Radio Button==
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==Setting Default Radio Button==__NOEDITSECTION__
#Locate a radio buttons list in the Field Report Template Designer window.
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[[Image:RadioButtons.png|thumb|right|100px]]
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#Locate a radio buttons list in the Data Entry Form Template Designer window.
 
#Select the radio button you want as the default value.
 
#Select the radio button you want as the default value.
 
#Click '''Properties''' to open the Component Property Editor window.
 
#Click '''Properties''' to open the Component Property Editor window.
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#Click '''Submit''' to close the Component Property Editor window.
 
#Click '''Submit''' to close the Component Property Editor window.
  
==Setting Default Combo Box Option==
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{{Note | When there is only one option left in the template for a single-select field then it is '''highly''' recommended to make it '''both''' [[Set Required Fields | '''required''']] and default.}}
#Locate a combo box in the Field Report Template Designer window.
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==Setting Default Combo Box Option==__NOEDITSECTION__
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[[Image:ComboBox.png|thumb|right|100px]]
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#Locate a combo box in the Data Entry Form Template Designer window.
 
#Select the combo box widget.
 
#Select the combo box widget.
 
#Click '''Properties''' to open the Component Property Editor window.
 
#Click '''Properties''' to open the Component Property Editor window.
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#Click '''Submit''' to close the Component Property Editor window.
 
#Click '''Submit''' to close the Component Property Editor window.
  
==Setting Default Checkboxes==
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==Setting Default Checkboxes==__NOEDITSECTION__
#Locate a multiple selection list in the Field Report Template Designer window.
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[[Image:MultiSelectList.png|thumb|right|100px]]
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#Locate a multiple selection list in the Data Entry Form Template Designer window.
 
#Select the checkbox you want as the default value.
 
#Select the checkbox you want as the default value.
 
#Click '''Properties''' to open the Component Property Editor window.
 
#Click '''Properties''' to open the Component Property Editor window.
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#Click '''Submit''' to close the Component Property Editor window.
 
#Click '''Submit''' to close the Component Property Editor window.
 
#Repeat steps 2-4 for any additional default values.
 
#Repeat steps 2-4 for any additional default values.
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{{NavBox HowTo Data Entry Forms}}
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[[Category:NAA]]

Latest revision as of 14:49, 4 December 2018

You can set default values for any list field on a Data Entry Form template. This includes single selection lists (radio buttons or combo boxes), and multiple selection lists (checkboxes). Default values are pre-selected whenever users open a new Data Entry Form.

Setting Default Radio Button

RadioButtons.png
  1. Locate a radio buttons list in the Data Entry Form Template Designer window.
  2. Select the radio button you want as the default value.
  3. Click Properties to open the Component Property Editor window.
  4. Select the Default Value option.
  5. Click Submit to close the Component Property Editor window.
Note.jpg When there is only one option left in the template for a single-select field then it is highly recommended to make it both required and default.

Setting Default Combo Box Option

ComboBox.png
  1. Locate a combo box in the Data Entry Form Template Designer window.
  2. Select the combo box widget.
  3. Click Properties to open the Component Property Editor window.
  4. Click Custom Options Editor to open the Combo Box Options Display window.
  5. Set the default option by selecting a radio button in the Default column.
  6. Click Submit to close the Combo Box Options Display window.
  7. Click Submit to close the Component Property Editor window.

Setting Default Checkboxes

MultiSelectList.png
  1. Locate a multiple selection list in the Data Entry Form Template Designer window.
  2. Select the checkbox you want as the default value.
  3. Click Properties to open the Component Property Editor window.
  4. Select the Default Value option.
  5. Click Submit to close the Component Property Editor window.
  6. Repeat steps 2-4 for any additional default values.