Difference between revisions of "Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields"

Revision as of 13:18, 26 February 2009

If you would like to use a variable as the default value for a single-line or multi-line text box, instead of static text, you should enter "@@" in the Default Text box on the custom field, followed by any text and variable(s) you wish to appear:

Example 1: To populate the default text as the current user's e-mail address use the following:

@@@me.email@

Example 2: To populate the default text of a Level 1 custom field with the words "The client is" followed by the company name associated with the Level 1 entity, use the following:

@@The client is @company.name@

Example 3: To populate the default text of a Level 2 custom field with the words "The client is" followed by the company name associated with the Level 1 entity, use the following:

@@The client is @parent.company.name@

Example 4: You can use more than one variable:

@@If you wish to contact @assigned.firstname@ please send an e-mail to @assigned.email@ 

Explanation: the "@@" at the beginning of the Default Text box tell the system to look for variables. Any variables will be between their own "@" symbols as per usual, and any text not between "@" symbols will be represented as standard text.

Note: As with any custom field that has a default value, when editing the form if you clear the value so that the field is empty it will re-populate with the default value when saved. Accordingly an empty value cannot be saved in any field with a default value (whether it includes a variable or not).