Set the Default Form and Reports

To set a custom form for a module, as well as the default Query Results and Quick Print reports, follow the steps below.

1. In the Setup menu, select the module for which you want to set defaults and then select Defaults.

   For example, to set Work Order module defaults, go to Setup > Work Orders > Defaults.

2. The Defaults Editor window opens. In the Group list at the top of the window, select All - All Groups or select a specific group.

   If you want to set defaults for a specific user, click the Toggle Group/User button to the right of the drop-down menu and then select a user from the drop-down menu.

   User-level defaults override any Group-level defaults.

3. In the Default Query Results field, select the default view to use when viewing query results.

4. In the Default Quick Print field, select the default view to use when printing records with the Quick Print feature.

5. In the Default Form field, select the default form for the module.

6. When you are done setting the module defaults, click OK.