Set Field Values

For many field types, you have the option to set the value of the field based on specific conditions that you define. The type of value that can be set is a specific value, the value from another component, or Today's Date (for Date field types only).

Note: Available configuration options will vary by field type. For more information, see Create and Manage Form Fields.

Note: These configurations can be customized with additional conditions and rules. For example, you can add or subtract time when configuring Date fields.

  1. Hover over the field on the form page.

  2. Select the Edit component icon from the toolbar that appears.

  3. In the Configuration screen, select the Set Valuetab.

  4. Select the Add new rule button to create conditional logic to assign this component a value.

  5. In the Manage Conditional Logic screen, take the following actions.

    1. Select Specific value from the Type of value field.

    2. In the Value of component field, enter the value or date based on the field type.

    3. Optional - Using the Add condition and Add new rule buttons, build conditional logic that will determine when the field's value is set to this value.

      Note: If no conditional logic is defined, then the field will automatically be set to this value.

    4. Select Apply.

  6. Save your changes.

  1. Hover over the field on the form page.

  2. Select the Edit component icon from the toolbar that appears.

  3. In the Configuration screen, select the Set Valuetab.

  4. Select the Add new rule button to create conditional logic to assign this component a value.

  5. In the Manage Conditional Logic screen, take the following actions.

    1. Select Value from another component from the Type of value field.

    2. In the Select a component field, select another field in the form whose value will be used for this field.

      Tip: For Date field types, enabling the Add or subtract time from the selected date option will allow you to set the date in this field to one that is before or after the date specified in the selected Date field.

    3. Optional - Using the Add condition and Add new rule buttons, build conditional logic that will determine when the field's value is set to this value.

      Note: If no conditional logic is defined, then the field will automatically be set to this value.

    4. Select Apply.

  6. Save your changes.

Note: This option is only available for Date field types.

  1. Hover over the field on the form page.

  2. Select the Edit component icon from the toolbar that appears.

  3. In the Configuration screen, select the Set Value tab.

  4. Select the Add new rule button to create conditional logic to assign this component a value.

  5. In the Manage Conditional Logic screen, take the following actions.

    1. Select Today's Date from the Type of value field.

      Tip: Enabling the Add or subtract time from the selected date option will allow you to set the date in this field to one that is before or after the date specified in the selected Date field.

    2. Optional - Using the Add condition and Add new rule buttons, build conditional logic that will determine when the field's value is set to this value.

      Note: If no conditional logic is defined, then the field will automatically be set to this value.

    3. Select Apply.

  6. Save your changes.