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Question

template field defaults

asked on September 26, 2018

Hi all! this is a silly question so please bare with me. I'm on RIO 10.3.1 & I have the same field (Record Series) on 3 templates within a repository. I wanted to have each template have a different default value for this same field. For example, my Purchasing template should default to the record series of "Accounts Payable Records" while my certificates of insurance record should default to record series of "Certificates of Insurance."

What I've found is that when you set the default value for a template field, it is that value for ALL templates, not just the one template you've defined. 

Is this functioning as designed?

Thanks!

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Replies

replied on September 26, 2018

I'm assuming that you don't Records Management? I just want to double check, since that's the type of thing it looks like you are wanting to accomplish.

However, you are correct, a default value in a field will result in that value being used everywhere the field appears.

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replied on September 26, 2018

Thanks, Devin. You are correct that I'm not using transparent records management in this repository. 

I just wanted to make sure I wasn't missing anything.

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