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Default Values

Default Values


Feature Overview

Default Values is part of KWizCom Modern Forms (Standard edition).

With the Default Values feature you can configure default values for column types which do not have default values support with SharePoint out-of-the-box. You can also configure dynamic default values, meaning: different default values for different users/groups, and default values which depend on default values of other columns.

Key Features

Feature

Default Values

Configure default values for column types such as Person and Lookup (out-of-the-box SharePoint doesn't enable you to configure default values for these column types.

Configure different default values for different users/groups.

Use dynamic token and reference other columns' default values.

 

Configuring default values

In the list's KWizCom Apps settings page, click the "Default Values" gear icon:

 

This will open the Default Values settings page:

This settings page allows you to create default value rules, each rule defines a default value for a field, depending on various conditions.

 

Setting up a Default Value rule:

1. Select a column to configure its default value in the “Show rules for” drop-down:

 

2. Create a new rule by clicking the+new rule” button. A new rule definition section will appear:

 

3. Update the required default value for the field:

 
You can update a specific value or use dynamic tokens.
Referring to the screenshot above, you can either select a specific date by clicking the calendar control:
 
Or you can click the "insert token" icon  which enable you type a token such as [Today] or [column name], as appears in the following example:
 

4. Setup conditions by clicking the "+add condition" button.
These conditions define when the default value rule should be applied. 

You can create several conditions with AND/OR operator between them, as you can see in the following screenshot:

IMPORTANT
In default value rules, you can set up conditions based on the current user and content type only, you cannot use column values. That's because default values are applied when user creates a new item, so columns still do not have any saved value.

 

5. Save the rule by clicking “Apply” or “Save”.

You can delete the rule by clicking the "delete" icon  which appears on the right side of the rule.
To edit an existing rule, click the “expand” icon   appearing on the right side of of te rule.

 
 

Configuring multiple rules for a column

As you can see in the following screenshot, you can configure more than one rule for a column:
 
In such case, rules will be processed according to the order they appear. The first rule with conditions that are met will be applied to the form.
This means that even if the other rules' conditions are also met, they will not be applied to the form. 
To change the order of the rules, use the arrow buttons that appear on the right side of every rule. 

 


Created at 11/23/2020 5:36 AM by Nimrod Geva (UTC-05:00) Eastern Time (US and Canada)
Last modified at 11/29/2020 5:16 PM by Nimrod Geva (UTC-05:00) Eastern Time (US and Canada)
Total Views: 167

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