Creating pre-defined entries

If you find that you regularly add the same or similar records over and over, pre-defined entries can be a huge time saver. You can think of these as templates for new records that pre-fill some or all of your fields.

For example, if you have a reference dataset, you could create pre-defined entries that automatically fill in fields based upon types of questions. A pre-defined entry for directional questions could automatically select a question type, question location, length of time, etc. You would just need to manually fill out any additional details you think are important, such as internal notes.

Admins can add predefined entries to both custom datasets and reference datasets (if configured to record individual reference transactions). Here's how:

  1. On the  Record Data page for your dataset, select Create a New Pre-Defined Entry from the Pre-Defined Entries dropdown.
  2. In the Entry Name field, give your pre-defined entry a name of 140 characters or less.
  3. Select or enter the value you want to save for each field. If you do not want a particular field to be filled in by this pre-defined entry, then leave the field empty.Only fill in the fields you want to be automatically filled in when using this pre-defined entry.
  4. Click the Save Pre-Defined Entry button.

Creating a pre-defined entry 

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