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

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New directive ('@@' ) for single-line box and multi-line box default value . For example: put '@@client is @company.name@' in default value of Level 1 [[Custom Field|custom field]] results to display the client is IBM. No empty value is allowed as system will re-populate default if it is empty.
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If you would like to use a [[Web Page View Field Variables|variable]] as the default value for a [[Custom Field Type: Text – Single Line|single-line]] or [[Custom Field Type: Text – Multiple Lines|multi-line]] text box, instead of static text, simply include the variable(s) in the '''Default Text''' box on the [[Custom Field|custom field]], along with any other text you wish to appear:
  
[[Category:Custom Fields]][[Category:Enhancements]]
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'''Example 1:''' To populate the default text as the current user's e-mail address use the following:
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<pre>
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@me.email@
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</pre>
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'''Example 2:''' To populate the default text of a '''Level 1''' [[Custom Field|custom field]] with the words "The client is" followed by the company name associated with the Level 1 entity, use the following:
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<pre>
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The client is @company.name@
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</pre>
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'''Example 3:''' To populate the default text of a '''Level 2''' [[Custom Field|custom field]] with the words "The client is" followed by the company name associated with the Level 1 entity, use the following:
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<pre>
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The client is @parent.company.name@
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</pre>
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'''Example 4:''' You can use more than one variable:
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<pre>
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If you wish to contact @assigned.firstname@ please send an e-mail to @assigned.email@
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</pre>
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'''Note:''' As with any [[Custom Field|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).
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[[Category:Custom Fields]][[Category:Variables]]

Latest revision as of 17:04, 14 July 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, simply include the variable(s) in the Default Text box on the custom field, along with any other text 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@ 


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).