Automatically Entered Field Values

This feature is used to aid your team with data entry upon submission of a form. YES! 

For example, submission of an Intake form could enter Intake Date and Case Stage = Intake. This will ensure all records entered this way maintain consistent data integrity. Yes again! 

This information applies to internal forms and external, Public Forms.

Modify Automatically Entered Field Values

1. Open Form Customizer of the form you want to edit. 

2. Click Advanced Options, then Automatically Entered Field Values.

3. Click Add Automatically Entered Field from the side bar and enter the entity type and criteria to be entered. Press save.

The drop-down options will change depending on the field you select. Choose the entry that makes sense for your form. 

Should you need to delete, click the red 'x' to stop an entry from being made for future submissions.