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Field Default Values

Field default values allow fields to be automatically populated when creating a new record. This helps reduce manual input and improve efficiency.

Common scenarios for using default values include:

  • When most field values are consistent across records, and only a few need to be modified, you can set fixed default values.

  • When a field needs to reference values from other fields or from records in other worksheets.

  • When values need to be calculated or formatted based on other fields, such as mathematical operations or text processing.

How to configure field default values​

1. Entry point and assignment methods​

In the form editor, select a field and configure its default value in the Default Value section on the right panel.

  • Click the blank area (A) to set a static default value

  • Click the button (B) to configure a dynamic default value, which supports the following options:

1) Current date, current user, current department​

These options are available based on the field type:

  • Date field → Current date
  • Member field → Current user
  • Department field → Current user’s department

2) Other field values​

You can set a field’s default value using:

  • Fields from the current worksheet
  • Fields from related records

Learn more

3) Query worksheet​

Retrieve a record from another worksheet based on defined conditions, and use a field value from that record as the default.

Learn more

4) Function calculation​

Apply calculations based on other field values, including:

  • Mathematical operations
  • Text processing
  • Logical conditions

Learn more

2. Supported field types​

The following field types support default values:

  • Text, Number, Currency, Phone, Email, Date

  • Member, Department, Single select, Multi select, Level, Region/City, Positioning, Check item

  • Relationship (not supported when using multi-record list display)

  • Subform

3. Static vs. dynamic default values​

Static default value​

A fixed value entered manually.

For example, if the Discount field is set to 1, it will be automatically filled as 1 when creating a new record.

Static default values only apply when creating new records and do not take effect when editing existing records.

Dynamic default value​

A value that changes based on other data.

For example, if the Unit Price field is set to reference the price from a related Product record:

  • Selecting Product A → Unit Price displays Product A’s price
  • Selecting Product B → Unit Price displays Product B’s price

The following configurations are considered dynamic default values:

  • Other field values
  • Query worksheet
  • Function calculation

4. When default values take effect​

Static default values​

Static default values apply only when creating new records and do not apply when editing existing records.

Dynamic default values​

Dynamic default values apply when:

  • Creating a record
  • Editing a record

They will also update automatically when referenced or calculated field values change.

However, dynamic default values do not take effect in the following scenarios:

  • Bulk editing records

  • Importing data via Excel

  • Creating or updating records via API

  • Creating or updating records via workflow

In these cases, if the field is not explicitly assigned a value, it will remain empty after the record is created.

5. Dynamic default values vs. foreign field​

Both dynamic default values and foreign field can display values from related records, but they behave differently:

  • Foreign field

    • Always reflects the latest value from the related record
    • Automatically updates when the source data changes

  • Dynamic default value

    • Retrieves the value only at the time of creation or editing
    • Does not stay synchronized afterward

Typical scenario​

Product prices may change over time.

  • The Product worksheet always stores the latest price
  • Once an order is created, the price should remain fixed

In this case:

  • Do not use a foreign field in the Order worksheet (as it will keep updating)
  • Use a Currency field with a dynamic default value instead

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