Question

How to set default values in every instance of a multi-value field?

Updated May 29, 2017

asked on May 23, 2017

Has anyone found a way to add notes/comments to a template that auto populates the Date/Time and UserName.? The field has to be a “multi-value” so they can continue adding comments but every time they add a comment it needs to automatically enter the Date/Time and UserName at the beginning of the note.
Using tokens as the default value only works for the initial note but I need it to auto populate the default values for every Note.

Appreciate any suggestions.

Multi-value note field.png (22.4 KB)

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replied on May 24, 2017

It is a quick and ugly workflow but it works. In the shot below where I have TestComment you would use whatever your field is named. Put a starting conditional rule of document changed. This workflow will look for a pattern in the last comment field. If it doesn't match the pattern it will add date/time and initiator.

WorkflowImage.jpg (99.03 KB)

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replied on May 27, 2017

Thank you Jennifer!! This came close to working with the only issue being an error if the user attempts to enter a comment after the template is opened. The workflow takes control not allowing the user to add additional comments.

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replied on May 29, 2017

I would look at your starting rules. I didn't get that error when I entered a comment right away. The issue I had was if the comment was entered the first time the document is created, it didn't add the user and date.

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How to set default values in every instance of a multi-value field?

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