Why set the default value for a custom smart field?
Do your contracts have a default notice period of 3 months? A fixed term?
Would you like to push for tacit renewal, without your teams having to fill in the same information each time, while inserting the field in the document so that the summary sheet is automatically filled in?
Do you want to ensure that the summary sheet is filled in correctly?
Default values are exactly what you need!
Preset the value that one or more smart fields will have, directly from the templates. A real time-saver, with correctly completed and usable summary sheets 💫
How to set the default value for a custom smart field?
This is managed by model and from the summary sheet, which you can configure and for which you can choose which smart fields to include.
To find out why and how to set up a standard summary sheet by template, we explain everything in this article.
For each field you choose to insert in the summary sheet, you can choose a default value.
By default, the field will be filled with the selected value.
Click on the "..." to the right of the field:
Then click on "Add a default value" and fill in the information as required.
Then click outside the field to save the default value. Below each field, you can see the potential default value you have added to it:
Edit the default value
To change a default value, click on "..." to the right of the field. Modify the value and click outside the window.
The change is automatically saved ✅
Delete a default value
Click on the "..." to the right of the field and in the default value section, click on the cross to delete the value.
🙌 Editing or deleting a default value from the template does not affect the summary sheets of projects already created.
The value will not be changed or deleted.
The modification made will affect future projects.