How do I set Default Value for the Text Box in CRM apps?

Updated on September 1, 2016 04:29AM by Admin

Default value is one of the field properties in Master Layout. This feature allows you to define the default text in the text box field which can be modified/updated in the create/overview page of the CRM apps.

  1. Log in and access Leads App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings from the app header bar.
    leads settings
  3. Select "Master Layout" from "Customize App" dropdown in the left navigation panel.
    leads master layout
  4. Click on text box field to set default value. For Instance : Description field
    leads description field
  5. You will view the inspector column at the right side in which you would find the field properties.
  6. Define the default value for that field to be shown in "Default value" properties under "Standard Behavior" section.
    leads default value
  7. Click on "Save" option to complete.
  8. Now you can view the default text in Description field while creating new Leads and also it will be viewed in overview page.
    lead creation page
  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings from the app header bar.
    opportunity settings
  3. Select "Master Layout" from "Customize App" dropdown in the left navigation panel.
    opportunity master layout
  4. Click on text box field to set default value. For Instance : Next Step.
    next step
  5. You will view the inspector column at the right side in which you would find the field properties.
  6. Define the default value for that field to be shown in "Default value" properties under "Standard Behavior" section.
    opp default value
  7. Click on "Save" option to complete.
  8. Now you can view the default text in Description field while creating new Opportunities and also it will be viewed in overview page.
    creation page opportunity
  1. Log in and access Customers App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings from the app header bar.
    customer settings
  3. Select "Master Layout" from "Customize App" dropdown in the left navigation panel.
    customers master layout
  4. Click on text box field to set default value. For Instance : Description field
    customer description
  5. You will view the inspector column at the right side in which you would find the field properties.
  6. Define the default value for that field to be shown in "Default value" properties under "Standard Behavior" section.
    default value3
  7. Click on "Save" option to complete.
  8. Now you can view the default text in Description field while creating new Customers and also it will be viewed in overview page.
    customer creation page
  1. Log in and access Contacts App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings from the app header bar.
    contacts settings
  3. Select "Master Layout" from "Customize App" dropdown in the left navigation panel.
    contact master layout
  4. Click on text box field to set default value. For Instance : Description field
    contact description
  5. You will view the inspector column at the right side in which you would find the field properties.
  6. Define the default value for that field to be shown in "Default value" properties under "Standard Behavior" section.
    default value contact
  7. Click on "Save" option to complete.
  8. Now you can view the default text in Description field while creating new Contacts and also it will be viewed in overview page.
    contacts creation page
  1. Log in and access Cases App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    Master Layout
  3. Click on text box field to set default value. For Instance : Description field
    Text Box
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default value for that field to be shown in "Default value" properties under "Standard Behavior" section.
    Default Value
  6. Click on "Save" option to complete.
  7. Now you can view the default text in Description field while creating a new cases and also it will be viewed in overview page.
    Create Page