How do I set Default Value for the Drop Down in Opportunities App?

Updated on October 29, 2017 10:46PM by Admin

Default value feature in  Master Layout allows you to set the default value in the drop down field . This  can be modified/updated in the create/overview page of customers app. Lets go through the steps.

To set default Value for the drop down

  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    master_layout
  3. Click on drop down field to set default value. For Instance: Type
    dropdown
  4. You can view the inspector column at the right side in which you would find the field properties.
  5. Select the default value from the drop down field to be shown in "Default value" properties under "Standard Behaviour" section.
    default_value
  6. Click on "Save" option to complete.
  7. Now you can view the default text in “Type” drop down while creating a new Opportunity and also it will be viewed in overview page.
    create_opportunity