ProTip: Use Default Values & Formatting Within Your Fields

Tired of inconsistent, difficult to manage data?

Using Default and pre-formatted fields, your forms can streamline data entry while enforcing consistencies and reducing reporting errors. Default values allow template developers to manage the data input for specific fields.

For example, a data type often recorded in a variety of formats are Phone Numbers. By applying a Default value within that specific field, Phone Numbers are automatically structured in the manner you see fit –– eliminating inconsistencies, and simplifying data collection.

Default values can also enforce whether a field can be edited, display values from other fields, modify the behavior of a field, and more. There are several ways to implement Default values within your form fields:

1. Open your form in the Template Editor.
2. Select the field you would like to add a Default value or formatting to
3. Within the Field Properties section, you have more than one option for modifying your field. To edit the formatting of your data:

  • Click on Formatting.
  • Select one of the formatting options, or add a Formatting String.
IMAGE CAPTION: In this example we will select the Currency formatting.     

IMAGE CAPTION: In this example we will select the Currency formatting.     

To edit the Default value:

  • Select the Default Value option.         
  • Enter your formula, dictating the behavior of the field. This can tell your field to            pull information from another location –– within the form, or from a database.
Here we see a formula pulling information from the Tax Rate field.

Here we see a formula pulling information from the Tax Rate field.

As you explore the Field Properties section, you’ll discover a variety of other formatting options to choose from. From Allow Override to Multiline Text, your attention to detail when crafting your form Templates can lead to more consistent, applicable data. Making life easier for you and your teammates.