Create Default Values and Rows for Company Collections

Administrators can create collections and add default values within each row as well as set default rows. This is useful for setting up configurations such as Checklists and Inspections.

• Overview
• Set Default Values for Collections
• Set Default Rows in Collections ( For Checklists and Inspections)
• Rules for Default Values and Rows in a Collection

Overview

Company Administrators have the ability to set default values and create default rows in custom Company collections. Setting default rows in collections is useful for creating configurations such as Checklists and Inspections on different form types.  

Set Default Values in Company Collections

1. From the "My Company" homepage, navigate to the Company Form Types section.
2. Select the form type you would like to add the default values in a collection to.  
3. If you do not already have a form variation in place, you will need to add one by selecting  New and enter a variation name.  
4. Under "Company Fields" select New and Collection.
5. Enter the Collection name and scroll down to select New Column.
6. Here, you will select which field type you would like to add default values to your collection under.  These field types include single line text, multiline text, and date fields.  
7. After you select the Field type, you will enter the Field label, and a Default Value for that field type.
8. Select Next.

Once you have completed the previous steps, you will now have fields in a collections that will prepopulate with the default value you have entered(Example: "Item 1" in the photo above).  These values will be editable and can be changed, but when a user selects create new above the collection, the default value will prepopulate in that field until the user changes it.  

Set Default Rows in Company Collections (For Checklists and Inspections)

1. After you have created a Company collection, select the Company Fields  section under your "My Company" homepage.  
2. Either search for the title of your collection in the "Field Label" search bar, or scroll down until you find your desired collection.
3. Select the drop down menu on the far right of your collection, and select Edit.
4. Scroll down and select the three dot button and choose Set Default Rows.
5. Select Create New. Enter all of the default rows for this collection.
6. Select Add and Save.

Once you have added the default rows to the collection, they will now appear when a user enters into the form type this collection is apart of.  These default rows can be used to help create checklists and inspections for different form types.  

Rules for Default values and Rows in a Collection

• If a user has read-only access to a field in a collection, that default value will still appear.  The user will not be able to change the value.
• If a user has full access to a field with default values, the default value will appear but the user can change that value upon editing the collection.
• When a collection has default rows added to it, users cannot add new rows or delete existing rows in that collection.  If users want to add new rows, they will need to create a new collection.