Insert Defaults Registry entry

Specify a set of values to display by default in a module when the module enters New mode. One or more sets of default values can be specified.

A default value displays in a field when a module is opened in New or Search mode. A default value is the most commonly used value in a field and is intended to save time and effort during data entry. A default value is not a mandatory value and it can be overwritten at any time during data entry.

The Insert Defaults Registry entry specifies a set of values to display by default in a module when the module enters New mode. One or more sets of default values can be specified for a user / group, each set with a different title.

The Insert Defaults Registry entry is generated automatically when a user with the daDefaults permission sets default values using the Edit>Default Values menu option in a module.

It can also be specified manually by an Administrator.

Administrators can also specify a Base Defaults entry.

Note: Only one Base Defaults entry should exist for a given user / group / module entry.

A Base Defaults entry can be thought of as the default set of default values:

  • When a Base Defaults entry has been specified, users cannot select No Defaults from the Defaults box.

    Note: In other words, default values will always display when a Base Defaults entry has been specified.

  • Users are able to select any other set of default values from the Defaults box, however the values in the Base Defaults entry are always applied before the values in any other set of default values.

For example:

  • An Administrator creates a Base Defaults entry in the Parties module which specifies that when creating a new record the value in the Party Type field is Person by default.
  • A user, John, creates a set of default values called Country which specifies (only) that when creating a new record in the Parties module the value in the Country: (Address) field is Australia by default.

If the Country set of default values is selected from the Defaults box, two default values will display in a new Parties record:

  • Party Type = Person

    -AND-

  • Country = Australia

The Base Defaults entry is applied before the selected set of default values and in this case the values are combined.

If user John created a set of default values called Country And Organisation which specified that the default value for Party Type is Organisation and the default value for Country: (Address) is Australia, the values that will display when the Country And Organisation set of default values is selected from the Defaults box will be:

  • Party Type = Organisation

    -AND-

  • Country: (Address) = Australia

The Base Defaults value (Party Type = Person) is applied first but is then changed when the values in Country And Organisation are applied.

Usage

This Registry entry can be assigned to users and groups:

Key User Group Group
Key 1 User Group Group
Key 2 user group Default
Key 3 Table
Key 4 table
Key 5 Insert Defaults
Key 6 title
Value defaults
User user Table table Insert Defaults title defaults
Group group Table table Insert Defaults title defaults
Group Default Table table Insert Defaults title defaults

Note: An Insert Defaults|title entry is generated automatically when a user with the daDefaults permission sets default values using the Edit>Default Values menu option in a module. It can also be specified manually by an Administrator.
An Insert Defaults|Base Defaults entry is specified by an Administrator.

The Base Defaults version of this entry is:

Key User Group Group
Key 1 User Group Group
Key 2 user group Default
Key 3 Table Table Table
Key 4 table table table
Key 5 Insert Defaults
Key 6 Base Defaults
Value defaults
User user Table table Insert Defaults Base Defaults defaults
Group group Table table Insert Defaults Base Defaults defaults
Group Default Table table Insert Defaults Base Defaults defaults

where:

title

is a name for the set of defaults that displays in the Defaults box (select Edit>Default Values>Change in New mode).

Note: title must be unique and should be descriptive to assist users when selecting it from the Defaults box.

defaults

is in the format column=value;column=value;...

where:

column is the back-end name of a field and value is the default value to use in the field.

If a field is a table of values, multiple values can be entered (one per line) by separating them with a tilde, e.g. column=value1~value2

A semicolon is used to separate each column=value pair.

Example

The following example defines two default values when creating a new record in the Parties module:

Key Setting
Key 1 Group
Key 2 Manager
Key 3 Table
Key 4 eparties
Key 5 Insert Defaults
Key 6 Base Defaults
Value NamPartyType=Person
NamPrimaryLanguage=English