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How do I set Default Value for the Drop Down in Financial apps?

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Updated on September 3, 2016 05:18AM by Admin

Default value is one of the drop down field properties in Master Layout. This feature allows you to set the default value in the drop down field which can be modified/updated in the create/overview page of Financial Apps.

  1. Login and access Invoices app from your universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    invoices master layout
  3. Click on drop down field to set default value. For Instance: Email Template
    email template invoices
  4. You will 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 invoices
  6. Click on "Save" option to complete.
  7. Now you can view the default text in “Email Template” drop down while creating a new invoices and also it will be viewed in overview page.
    creation page invoices

  1. Log in and access Expense Report App from your universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    master layout exp
  3. Click on drop down field to set default value. For Instance: Status.
    status exp
  4. You will 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 exp
  6. Click on "Save" option to complete.
  7. Now you can view the default text in “Status” drop down while creating a new expense report and also it will be viewed in overview page.
    creation page exp

  1. Login and access Supplier Invoices app from your universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    master layout supp
  3. Click on drop down field to set default value. For Instance: Currency.
    curency
  4. You will 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 supp
  6. Click on "Save" option to complete.
  7. Now you can view the default text in “Currency” drop down while creating a new supplier invoices and also it will be viewed in overview page.
    creation page supp