Storing a Set of Default Values

[ray]

Hello. I have a datapage (datapage A) that includes a few fields that I would like to autofill with default values. The catch is that I want a user to be able to occasionally change what those default values will be--not be typing over them--but rather by defining them from another datapage; kind of like a settings page for the application. If I store the defaults in their own table there would only be one row for the table and the user would just edit that row when they wanted to change the defaults. I think I can use a trigger to insert the default values in datapage A when I am creating new records. How would I go about maintaining a defaults table with a single record? I don't want to use a two part edit form to "find" the only record in the defaults table before editing it. Is there a better way to go about this? Thank you.

[phenom94]

You can create a pre-defined criteria report DataPage with inline edit for the default values. This will allow the user to edit the default data for that one record.

[Glitch]

Hi,

You can actually do this in two ways.

1. DataPage Level (Submission Form)
Set an "On Load" Default Value, then set the Form Element to hidden so the record will not be editable during submission.

 

2. Table Level

Like what you mentioned, via Triggered Action.

So the trigger would update #inserted upon Insert. 
It would be set up just like this:

 

 

Hope this helps.

 

Vanellope 

[ray]

Hi Vanellope. Thank you for your insights. I ended up using a triggered action to meet my needs. I continue to find more uses for Triggered Actions and Tasks!

[telly]

Hi ,

 I just want to add more information about Triggered Action and Application Scheduled Task:

- https://howto.caspio.com/triggered-actions/triggered-actions-2/
- https://howto.caspio.com/tasks/
- https://www.caspio.com/blog/automate-workflows/

[NiceDuck]

Take note that the trigger will only work if the records were inserted/updated via regular means such as via datapage, direct table, trigger, and Task.

If the records were inserted/updated via importing the data, the trigger will not run hence the default values you set on the trigger will not be set.

[NiceDuck]

For cases where records were added via import, I suggest using an application Task to write the default values for the said fields. 

 

Then have this task run after the import.

[Queso]

Hi @ray, if you want to find more uses for Triggered Actions, feel free to check these examples of Triggered Action setups: