Default Values from Form Submission | Voters

Default Values from Form Submission

Chaya Gutnick

When a form is submitted I want to choose set default values for specific fields.

I should be able to have multiple forms in an app and set different default values for each.

December 15, 2022

Sarah Humphries

This would be great as it would allow me to create multiple forms for the same table and then default the 'category' for the record based on the form used. It prevents the user having to manually select the category. I can then run automations to assign different users depending on the category.

Brian Dollen

Merged in a post:

Default fields applied with forms too

Triz bodegalaabs

If a specific field has a default option, apply it also if the record was created via form.

For example, for the assignee option this is not happening at the moment

July 5, 2024

Triz bodegalaabs

For example in the Time-Off Request template, there is a field for "employee = requested by" - this field defaults to "Record Creator", but when created via form, it does not apply it to the person who submits it.

If who submits the form is logged in into SmartSuite, getting that info directly would allow:

Person not able to submit in behalf of other employees
Saving time as this info does not need to be included

For other fields, I believe this is ON as the status defaults to "Submitted" and it is applied when record is created via form.

Jon Darbyshire

Hey Triz bodegalaabs, thanks for your feedback! I have a few more questions for you:

Can you provide an example of a form where you'd like to see this feature implemented?
Are there any specific default options you're referring to, besides the assignee option?
How do you envision this feature improving your workflow or user experience?