Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields

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).