Setting default fields

Default values can be configured for your dropdown, text, date, checkbox, number and monetary fields to save time entering your matter details. Default values cannot be set for sequence attributes as these are already populated on creation.

This applies only when an attribute is created for the first time. Setting a default value on an existing field will not update existing empty fields with the default option.

1. Click on Settings, then click on Custom fields
2. In the Field management workspace, click on  to create a new field group
3. Type the name of the field group in New field group and click save
   The selected field group will be highlighted in orange
4. Scroll down to the Fields workspace, click on  to add a new custom field and type the field name
5. Select the type of data to be used in the custom field from the dropdown options; number, text, date, list or true/false toggle
6. Tick the checkbox next to Set default value? to enable
7. Enter the default value, the field type will match the type previously selected e.g. dropdown list
   Please note, the default automated dates are in calendar days not business days
8. Click on  to change the privacy setting
   When privacy is turned off, parties external to the project invited to collaborate on the project can view this field. You can choose between Read-only and Editable – click to change between the two settings
9. Click Save to save the field

Continue adding the fields you require.