System Defaults in the Legacy Builder

One way to save users' time filling out forms is auto-populating repetitive information that otherwise slows them down.

System Defaults

The System Default setting, available on Short Text fields, allows you to dynamically pull in information based on account data collected by GoCanvas that is specific to the user who is logged in. For example, automatically populating a field with the First and Last name of the user filling out the form saves time on a repetitive task and is slightly faster than selecting an option from a drop down powered by reference data.

1. Find or create a short text field.
2. Select the field open Field Settings in the left panel.
3. Expand the More menu at the bottom of the left panel.
4. Expand the System Default drop down menu.

System Default defaults to None, that is, the short text field will be empty when the user arrives at the screen. The other options that appear are all specific to the user who is currently logged into GoCanvas. They are:

Username

The email address used to log into GoCanvas.

Company Name

The name of the company registered to GoCanvas, as defined in the Billing Info settings (under Billing Contact).

First Name

The user's first name as provided when creating their account.

Last Name

The user's last name as provided when creating their account.

Full Name (First Last)

The first and last names provided when creating the account.