How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules
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?
Page 1 / 1
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.
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.
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,
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.
