Set dynamic or fixed auto-fill values on linked fields

Set a dynamic field to be autofilled based on a user profile or a fixed record to autofill on your create forms.

You need to first have a users table connected or a profile link to the users table to use the users option.

Under your manage data tab go to the table you want to set up the dynamic or fixed auto-fill. Create a linked record or find an existing linked record that was created on the table.

Choose the down carrot to open the field settings and select the drop down under Default value

Choose to use a fixed value or a value based on the user profile.

Troubleshooting tips:

The link needs to have a link on the table being used as the users table for the profile to show up as an option.

The record chosen will automatically fill regardless of the field showing in the Create form. It will also not automatically populate in the Form for the user to see as of right now. We recommend hiding it to avoid confusion.

If a user chooses an option in the create form it will override the default option setting.