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Default Form Values (Admin Settings)
Default Form Values (Admin Settings)

Default values for forms allows you to save a lot of time from filling in forms. This speeds up yourr workflows and makes your data uniform.

Thomas Rich avatar
Written by Thomas Rich
Updated over a month ago

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As a user of any enterprise software probably knows, a lot of time is spent filling in forms. Having an easy way to set default values for these forms can go a long way to speeding up your users' workflows and making your data more uniform (for example, setting a default name for your files, using unique IDs, etc.).


Identifying Default Use

To get to know which fields allow defaults, notice there will be a small yellow dot in the design name form field:

Hovering that dot shows the following:

This means this field is suitable for setting a customized default mode. Now, let's see how to change them.


Assigning Default Mode

Admins can enter a special Assign Defaults Mode where certain fields can have defaults set for them (the list of these fields is ever-growing and if you feel like a field is missing, you can always request that field be added to the list!). Press Shift-D or hit Assign Default Mode in the User Icon dropdown:

You should now see a yellow border appear to let you know you're in assign default mode. Another way to enter this mode is clicking on the small yellow dot we explained in the section above.

Click the yellow Assign Default button to set a new default for the field. A dialog should appear:

On the bottom of the pop-up window, you can see an example of the output you would obtain with the parameters selected.

Template mode

Here, you have the option of either setting up a Nunjucks template or an integration endpoint to set the default. In Template mode, clicking on any of the parameters will add it to the Template String field. You also have the option of preventing the user from changing the default value you set by toggling off the Allow User Override button. Use this functionality with care!

Endpoint Mode

In Endpoint mode, the parameters in the list will be sent to the endpoint of your choosing. If you've set up an endpoint in the node-red integration server, it should automatically be suggested as an option:
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Hit the "Trigger Endpoint" button to test out your endpoint's response. After clicking Submit, you should see your new default value filled in immediately.


Default Value Settings

To get to the Default Values settings page, you can click on the settings button in the User Dropdown or here:

This will bring you to the Default Values settings page:

You can also modify any of the default values from this page or reset any back to the system default. Use the search bar to find the field you're looking for.

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