{"id":12536,"date":"2016-03-30T10:27:41","date_gmt":"2016-03-30T10:27:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12536"},"modified":"2016-03-30T10:27:41","modified_gmt":"2016-03-30T10:27:41","slug":"set-default-value-for-fields-through-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/set-default-value-for-fields-through-workflow\/","title":{"rendered":"Set Default Value for fields through Workflow"},"content":{"rendered":"

In Sage CRM we can reduce the data entry task of Users by setting the default values in some fields. Today I will share few ideas of setting default value for fields. Default values can be set at Field and Screen level.
\nNew Stuff<\/strong>:\u00a0<\/em><\/span>Provision to filter Emails Only in CRM<\/a><\/span>
\nRefer the below screenshot of Field level default value. We can directly select the field and set the value that needs to be displayed on new entry screen.
\n\"NoteField\"<\/a>
\nThe other way of setting default value is through below script that can be added at screen level on Create script content.
\nDefaultvalue = \u2018Training solution for 40 users\u2019;<\/strong>
\n\"Screen\"<\/a>
\nThe outcome of above two approaches will result in setting the default value on Details<\/strong> field on New Opportunity screen. Refer below screenshot.
\n\"NewOppoScreen\"<\/a>
\nSometimes we face issues with setting default values for the fields which are defined in Status block screen. Status block exists on Opportunity and Case screen. The field Assigned to and Team exists on Opportunity status block. Upon trying the below field level default value option, the value on entry screen does not reflect with default value.
\n\"Assignedto\"<\/a>
\nThe reason behind this, the control of status blocks for Opportunity and Case entity is handled by their respective Workflow primary rules.
\nNow to set the default values for the fields which are added on status block, we can navigate to,
\nAdministration | Advance Customization | Workflow | Opportunity Workflow<\/strong>
\nSelect New Opportunity<\/strong> Primary Workflow rule. Refer below screenshot.
\n\"Workflow\"<\/a>
\nFrom Workflow Action grid, select oppo_assigneduserid<\/strong> field and for setting default value to Assigned to field, Copy and paste below code on Value column as shown below.
\n#user_userid#<\/strong>
\n\"Assignedtoworkflow\"<\/a>
\nAbove syntax sets current logged in User as default value on Assigned to field on new opportunity screen.
\nSimilarly we can set the default value on Team field by adding below script on Create script section as shown below.
\nDefaultValue=CurrentUser.user_primarychannelid<\/strong>
\n\"Team\"<\/a><\/p>\n

Once done, navigate to new opportunity screen and you will observe default values are set for ‘Assigned To\u2019 and ‘Team’ fields. Refer below screen shot.<\/span><\/p>\n

\"Assigned<\/a><\/p>\n

Similarly we can set default values on Case status blocks for the fields in Case Workflow.
\n
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:<\/em><\/strong><\/span>
\n<\/em><\/strong>1) Setting Default Values in CRM<\/a>
\n2) Set Default Value for Date Field through Script<\/a>
\n3) Setting Default Date Time while progressing through Sage CRM Workflow<\/a>
\n4) Custom filter screen with default filter on Date Field options<\/a>
\n5) Set Default Status Value for Communications and Cases<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM we can reduce the data entry task of Users by setting the default values in some fields. Today I will share few ideas of setting default value for fields. Default values can be set at Field and Screen level. New Stuff:\u00a0Provision to filter Emails Only in CRM Refer the below screenshot of\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12536","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nSet Default Value for fields through Workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/set-default-value-for-fields-through-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Default Value for fields through Workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM we can reduce the data entry task of Users by setting the default values in some fields. 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