Allow us to set the Default Value of a field to equal an input from a previous field.

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8 comments

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    Sara Kaplow, Community Manager

    Hi Kyle,

    Do you have those fields set to default to the current time? It's not exactly what you're looking for, but it should make it a little easier. Also, if you're able to put them on two different screens, using the current time as the default, Start Time will default to the time when that screen opens, and Finish Time would do the same, which would (presumably) be later than Start Time. 

    For your last point, I think the argument against that is that it would discourage your users from verifying that the correct quantity is actually being delivered. You could mirror that field as a read only, to give users the reference of what that value is, and then have the quantity delivered field. This gives an example of how to use mirror: https://help.gocanvas.com/hc/en-us/community/posts/360000174827/comments/360000221708. 

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    Kyle Templin

    Thank you for the prompt response and the suggested work around Sara! I have utilized the current time & current date default value options a few times and they can be very helpful. 

    Only speaking with regard to my users (mostly older, less technically inclined) many of them view the paperwork as the last task of the day / job to complete before moving on.  Our company allows them to fill out & submit either in real time or at end of the work order / work day and most opt for the latter.  The feedback I've received from these users is the "current time" setting is more obstructive because depending on when that "end" point is the field provides an inconsistent experience (specifically the AM/PM value). 

    When speaking of the "quantity delivered" example I think it would depend on what the goal of the APP is, if the submission is supposed to be signed and acts as a bill of service I agree wholeheartedly.  But the option could be handy for the rest of the potential unofficial applications.  For example we have an internal parts driver who only delivers to our field workers, if I made him an APP to replace the paper form he's currently working off of I could see it(this functionality) saving him 20-60 inputs per submission while still giving that MIRROR screen verification and allowing him to adjust the quantity if something is damaged in transport.

    Lastly, on that MIRROR functionality.  Very interesting!  Thank you for sharing.  The one thing I'm not seeing explained in your post is how it knows what previous field to mirror?  In my parts example from the first post I was using "quantity ordered", if there were multiple parts would I need to have "quantity ordered #1", "quantity ordered #2", "quantity ordered #3" in order to stop the MIRROR field from being confused?  I have started using the new calculation field in a similar manner(only one value) for referencing information from a previous screen.  You can designate the specific field which it should mirror, but it wouldn't work with text so now I know how to accomplish that!

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    Sara Kaplow, Community Manager

    Thanks for explaining the use case further, Kyle. That's super helpful when we're trying to imagine and plan for new or updated features. 

    For the mirror functionality, that's a GREAT question. The key is that the field name has to be the same - so if the original field was "quantity" the second field would also have to be "quantity" (so, obviously, you'd want those field names to be a bit more unique). 

    Hope that helps! 

     

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    Kyle Templin

    Cool, seems very handy.  Also while typing out my parts driver example I was able to think up a work around using calculation fields that should mostly accomplish the same thing, so thanks for the inspiration.

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    Standard (1) Companies

    Hello,

    It would also be helpful to allow us to set the Default Value of a field based on a calculation done in a previous field.  This is done on the fly.

    For example a calculation done with the following:

    Calculation: a + b, i.e. 100

    Default value = a + b, i.e. 100

    This would eliminate typing for our users.

    Please follow up with this enhanced feature.

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    Chip Phillips, Community Manager

    Howdy Bishad,

    Thank you for taking the time to share this feedback! The result of a previous Calculation field can be used as an operator in a subsequent Calculation field, but it sounds like you may be interested in using the Calculation result for other field types.

    Could you please provide more detail on the use case for setting the default value of a field based on a previous Calculation result? With further information, we can explore potential workarounds, or share the use case with our Development teams, if no workaround is available.

     

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    Standard (1) Companies

    Hi Chip,

    We are calculating a Total Selling Price of several Material items Labor items, and Sales Tax. Now we want to create a suggested down payment, which is 25% of the Total Selling Price.  This is a number field with the default value of 25% of the Total Selling Price defaulted in the number textbox.  How can we go about doing this, so the user does not have to enter the value but have it defaulted in the field?

    i.e.  Material Items: $100

           Labor Items:    $200

           Tax (Material): $6.35

    Total Selling Price: $306.35

    Down Payment (25% Selling Price) [ $76.59 ]

     

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    Sara Kaplow, Community Manager

    Hi Bishad,

    You should be able to do that with a regular calculation field. Start with the fields you mention above (however you get there, it doesn't really matter... I've just done these as simple number and calculation fields): 

    For the down payment field, you want to take the total selling price and multiply it by a constant: 

    In this case, the constant is .25: 

    My numbers are a little off because I just did a 5% tax rate, but you can see that the result is as desired: 

    Does that give you what you need? 

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