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 functionsSyntax:
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