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Question

Question

Using new Forms, version 12 -- is there a way to select a default value in a drop-down?

asked on March 10 Show version history

I've filled the AP Clerk drop-down from a Lookup Rule (shows a list of AP Clerks). When a vendor is selected, I'm pulling the default AP Clerk for that vendor and putting that in a field called Default AP Clerk. I want the AP Clerk drop-down to reflect the value in the Default AP Clerk field, but still have the user be able to choose a different one from the drop-down list. Is that possible in LF Forms 12 using the New form, not the Classic form?

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Answer

APPROVED ANSWER SELECTED ANSWER
replied on March 11

There is not currently a way to select a default value for a dropdown from a dynamic value without JavaScript. Rui's answer works for statically known values where if Vicki was set in the form designer as the default, and append choices was selected. That value would be auto-selected as the default.

My recommendation would be to use both fields. Have the user opt in to changing the Clerk by either clicking a checkbox "Change assigned Clerk" to show the full list, or just have the list with an empty option available (use the designer choices with "append choices" selected". 

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replied on March 11

Hi Zachary - this solution should work for my scenario. Thanks!

 

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replied on March 11

excellent! we definitely want to add some more configuration to lookups in general so I've noted this use case for that

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Replies

replied on March 10

Yes, this would be so useful to set a default value in a calculation but ive not been able to find a way.  We must set the default with the radio button but that does not work if the list is filled from a rule. You can append the default value to the lookup result but that's not feasible since every value must be unique. Up vote +1

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replied on March 11 Show version history

There was a setting to append choices to lookup results on the dropdown field:

When selected the default value and lookup values would both show up:

Will this work for your case?

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replied on March 11

I'm not sure how or if that would work, because the drop-down list is already populated and I just want a value from the list to be selected, based on the selected vendor.

1. Populate drop-down with list of AP Clerks

2. User selects a vendor, which has an associated AP Clerk and that clerk's name is populated in "Default AP Clerk" field.

3. AP Clerk drop-down defaults to the clerk in the "Default AP Clerk" field, but the other choices remain in the drop-down list and can still be selected in order to override the default.

 

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