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How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules

  • September 12, 2021
  • 4 replies
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stevemc
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I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.

For example, I add a checkbox to a Custom Module,  There seems no way to cause the checkbox to default to “Enabled”.

Likewise, if I add a dropdown list, I have no way to set the default selected item.

Same would be useful for other fields such as:

  • Text box
  • Multi-select
  • Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.

Is it possible to set default selected item?  How?

Best answer by Aishwarya Parthasarathi

Hello Steve, 

Greetings from the Freshworks Community. 

I understand your requirement, however, currently there is no direct option to make a fixed value for a field by default. You can set up a workflow automation which can update the field value to a fixed value whenever there is a new record created. 

For example, if you’d like to make a field value by default as “XYZ” whenever a new contact is created, then the following workflow set up can be configured. 

The above screenshot is a sample to set a default value for a text field, similarly, you can set it up for other field types as well. 

I hope this helps. Do reach out to us at support@freshsales.io in case of any further queries, our team will be glad to help you out. 

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    4 replies

    Aishwarya Parthasarathi
    Top Contributor
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    Hello Steve, 

    Greetings from the Freshworks Community. 

    I understand your requirement, however, currently there is no direct option to make a fixed value for a field by default. You can set up a workflow automation which can update the field value to a fixed value whenever there is a new record created. 

    For example, if you’d like to make a field value by default as “XYZ” whenever a new contact is created, then the following workflow set up can be configured. 

    The above screenshot is a sample to set a default value for a text field, similarly, you can set it up for other field types as well. 

    I hope this helps. Do reach out to us at support@freshsales.io in case of any further queries, our team will be glad to help you out. 

    stevemc
    Top Contributor
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    • stevemc
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    • 14 replies
    • September 13, 2021

    Aishwarya’s answer is a perfectly valid answer but not what I was hoping for.  I think adding ability to set default while populating the form and then allowing the submitter to change the value before submitting the form would be a good enhancement to the platform.

    i.e. there really should be a default value for any form fields.

    AlexandreDaltro
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    2 people like this
    • AlexandreDaltro
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      Patrick G
    Aishwarya Parthasarathi
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    Hey Steve, 

    Thanks for the clarification. 

    If you’re looking to set a default field value in case of a webform, then we do have an option called “Hidden field” where you can declare the default value for a field in the form. 

    In case of a classic form, please refer to the screenshot below on how to enable the hidden field option,

    Here, 1234 is the default value which would be auto-populated when the client submits the form and gets created as a contact. This value can later be edited by your users once the record is created.

    In case of a smart form, you can use the following code snippet to declare the hidden field value, 

    <input style="display:none;" type="text" name="Source" value="Form1">

    I hope this helps. 

    Nedun
    Community Debut
    • Nedun
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    • 1 reply
    • September 26, 2024

    Hi,

    Is there any plan to add a default value functionality?

    I am trying to use a Chrome extension, which allows to add people from LinkedIn directly in the Freshworks CRM with one click, but I can’t as there are several custom fields that we have created in the CRM and are obligatory in order to create a contact. So I can’t use this Chrome extension, as they don’t have these custom fields that we created in the CRM. It would be great to have an option to set a default value for an obligatory field.

    Thanks!

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