Enter Default Values for other Attribute Data Types

To use the Attributes submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To enter a default value for the other attribute data types:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click CRM Setup > Attributes.
  3. Highlight the attribute you want to enter a default value for and on the grid toolbar, click .
  4. In the right pane, enter or select a default value for the corresponding data types:
    • Text: Enter a default value in the field. The default value could be words or phrases, whole numbers, decimal numbers, date, or time.
    • Integer: Enter a whole number in the Default Value field. If you enter a decimal number, WorkBook will round it up.
    • Decimal: Enter a decimal number in the Default Value field. If you enter a whole number, WorkBook will add a decimal point and two zeroes to it.
    • Date: Select a default date from the calendar.
    • Time: Select a default time from the drop-down list.
    • Checkbox: Select the checkbox to set the attribute as the default. If selected, the default value field of the attribute will show True.