Default Text refers to the automatic population of either Agenda or Item fields with pre-determined content. This content can be anything from instructional text for guiding users to required content that users shouldn’t forget.
The management of Agenda Default Text is performed in a separate location from Item Default Text.
Important Notes
- To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.
- Changes to Default Text apply to the next time an Agenda or Item is created.
- Even though the Fiscal Impact Summary field is an Item field its Default Text is managed in the same location as the Agenda Default Text
Instructions
- Navigate to User Menu > Settings
- Select Meetings
- Select Meeting Types
- Click the Default Text button for the desired Meeting Type
- Fill in the details for each of the available fields
- Field Name: This is a unique hard-coded name that is used to reference this field within the Settings
- Note: Labels that you have applied to Field Names do not display on this pop-up
- Default Value: Enter the Default Text that you would like to automatically populate in this field
- Field Name: This is a unique hard-coded name that is used to reference this field within the Settings
- Click Save Changes
- Note: Changes to Default Text are applicable the next time you create an Agenda
- Navigate to User Menu > Settings
- Select Meetings
- Select Field Design
- Click the Edit button for the desired Field Design
- Click Edit next to the desired field
- For Dropdown fields, you are unable to set a default selection
- For Text fields, enter the Default Text into the un-named field
- For Date fields, use the calendar icon on the Text field to set a Default Date
- For Checkbox fields, use the toggle under Default Checkbox State to set the Default State
- For Dropdown fields, you are unable to set a default selection
- Click Save Changes
- Note: Changes to Default Text are applicable the next time you create an Item
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