Set Default Field Properties

Your custom form is almost complete. Now, you will set some default properties on the form so that your users can enter work orders quickly and efficiently. The following guideline apply to how your organization does work:

• The majority of your work orders require the attention of the HVAC department.

• All of the work orders that are entered through your custom page are corrective maintenance work orders.

• By department policy, the status of new work orders is always pending.

• The users who enter work orders do not determine the priority of a work order.

Default field values cannot apply to a form in Edit mode only. They also do not apply in Query mode, unless you have the option to allow defaults in Query mode enabled using Setup > General > Options.

For more information, see About Default Field Values on Custom Forms and Configure General Options.

To set default properties for your custom form, follow these steps:

1. Open the Forms Designer page.

2. Select the Main tab.

3. Right-click the Skill field and select More Properties.
4. In the Controlarea, from the Default Value drop-down menu, select HVAC.

5. On the left side of the window, under the Required field group, select Type.

6. From the Default Value drop-down menu, select Corrective Maintenance.

7. On the left side of the window, under the Required field group, select Status.

8. From the Default Value drop-down menu, select Pending.

9. On the left side of the window, under the Required field group, select Priority.

10. From the Default Value drop-down menu, select Routine.

11. Select the Hide Field From User check box.

    Remember from the department guidelines, users who enter work orders do not determine the priority of a work order. So once you set the default value to Routine, select this check box to hide the field so that users will not see it.

12. Click Apply.

13. Click Save.