Fixed and variable defaults

You can use fixed default values or variable defaults to define the records you want to use.

Fixed Defaults

To use fixed default values (i.e. no $par expressions), you define the template filter and enter its name as TemplateFilterName in the NewView action. For further details, see TemplateFilterName.

Example in update.tablet: MA.TemplateNew which is used for creating new activities (e.g. by the AddAppointmentfromList button).

Variable Defaults

To use variable defaults (i.e. defaults with values from an existing record), you need to configure the following:

  1. Define the variables as parameters in a List control of the source info area. The List control's field group is then defined by CopySourceFieldGroupName. The parameters are defined as field functions.

    Example: the MA List control in update.tablet

    media/image98.png

  2. Define a filter using these variables in $par expressions, e.g. $parDate:fdWeek.
  3. In the NewView action define the following input arguments:
    1. Enter the name of your filter as TemplateFilterName.
    2. Enter the field group containing your parameters (e.g. MA from the above example) as CopySourceFieldGroupName.
    3. Set CopyRecordId to Record or Linked.