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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
  • 5 replies
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stevemc
Top Contributor
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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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    5 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
    Top Contributor
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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!

    pradipta.chandra
    Community Manager
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    Nedun wrote:

    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!

     

    Hi ​@Nedun 

    Thank you for reaching out.

     

    We take up feature enhancements based on the number of customers requesting for the feature. Please drop an email to crm-support@freshworks.com. We will pass on the feedback to our product team. Kindly reference this post as well.

    Also, for the Chrome Extension that you are refering to, we are unsure if the feature alone will help fix the problem that you are facing. Ideally if a field is marked as mandatory, as per business requirement, the best practice would be to pass all the values. If a default value has to be added, then I would suggest to mark it as not-required, and use automations to update the default value. This will avoid the contacts erroring because of this.

     

    Do let me know in case you need any further clarifications. I will be happy to help.

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