This feature is used to aid data entry upon submission of a form. 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.

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

Modify Automatically Entered Field Values

Open the form customizer view of the form you want to edit > Advanced Options > Automatically Entered Field Values.
Click 'Add Automatically Entered Field' from the side bar and enter the entity type and criteria to be entered. Press save.

Use the drop down menus to change the values.

Click the red 'x' to delete a value.