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Using a pre-defined entry when adding records

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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, a pre-defined entry for directional questions could automatically select the approrpriate 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.

Although only admins can create new pre-defined entries, any user can apply them when adding records to a custom, shared, or reference dataset. Here's how:

  1. When adding a new record, select the entry you want to use from the Pre-Defined Entries dropdown.
  2. The fields supplied in the pre-defined entry will be automatically filled. All you need to do now is fill in the remaining fields.
  3. Submit the record as you normally would.

Example of applying a pre-defined entry