defaultFieldValues

Defines fields that have a default value within the search (which the user can change) separated by semicolon. You can define default values for all info areas defined in searchAndListName.

Syntax:

<infoAreaId>.<field name or number>:"<value>";...

  • To fill a field with the current rep, enter fieldName:REP
  • To fill a field with the current date, enter fieldName:TODAY

    Use operators (<=,=>) to define date ranges and functions

    Syntax: fieldName:Value:Operator

  • To set a value for a catalog field, enter fieldName:"#catalog_ID"

Example:

KP.RepID:REP;PR.Date:TODAY-14;MA.Contact:"#3";MA.Date:TODAY-7:>=;MA.Date:TODAY+14:<=

This sets the search masks as follows:

  • Person: Rep ID = the current rep
  • Offer: Date = the current date minus 14 days
  • Activity: Activity Type = Event, Date from = the current date minus seven days, Date to = the current date plus 14 days