Defaulting a Value from One Field to Another Field

How to default a value from one field to another field

You can default the value from one field into another and depending on how it’s used, allow that field to be editable. This allows you to move data from one field to another field, as though it is “mirrored.” The ability to default from another field applies to the following input types, regardless of if the input is individual or in a table: checkbox, date, long text, lookup, number, radio, select, text, and time. A default value has to be of the same input type. Defaulting a value from another field can be helpful in numerous instances:

• You may have information that is referenced numerous times on the same form, typically on several different pages. For example, an employee ID on an onboarding form may need to appear several places on the form.
• There may be times when you have a sub-table that populates with data from a parent table. These could be hidden fields that are used to “drive” data such as conditions or data sets.
• You have fields in a dynamic table that default information entered in the next row so that you don’t have to enter it repeatedly.

To handle this, the edit windows for inputs have fields to specify defaults:

If you want to use the default values, toggle on the Use Default Value option. Then select how you want to use the default value:

• Enter Default Value: Mark this option to enter a default value.
• Default Value from Another Field: Mark this option to default a value from another field. When marked, the Select Form Field list becomes available that contains all the fields on the form of the same input type. Select the field you want to use to default from.
• Read-Only: Mark this option if you do not want the default value to be edited.