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Default field values on add

It would be great if PPO could predict / default values on fields when I'm adding a record.

The following different types have been identified:

1. Default to an absolute value, for example,

  • default the project status to "Proposed" when a project is added (custom list);
  • default the project loaded by field to a specific employee (employee list);
  • default the active field on the project to yes (yes / no);
  • default the project health field to green (RAG indicator field).

2. Default a date with reference to the current date, for example:

  • default the date logged on a decision to the current date;
  • default the follow up date on an issue to the current date plus 90 days (current date + offset).

3. Default a field on the front-end by doing a look-up based on the selection of another field, for example:

  • default the contact person on an issue to the manager on the selected project;
  • default the manager on a project to the progamme manager on the programme entity (new functionality);
  • default the currency on a project by doing a look-up against a dependency based on the country selected.

4. Default a field based on the current user

  • default the department field on the project entity based on the department field on the current user's employee record;
  • default the project manager on the project entity to show the current user employee.

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