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Manage Default Text

  • Updated:

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

Edit Agenda Default Text

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Meeting Types
    meeting types
  4. Click the Default Text button for the desired Meeting Type
    default text
  5. Fill in the details for each of the available fields
    default options
    • 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
  6. Click Save Changes
    save changes default
    • Note: Changes to Default Text are applicable the next time you create an Agenda

 

Edit Item Default Text

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Field Design
    field design
  4. Click the Edit button for the desired Field Design
    edit template
  5. Click Edit next to the desired field
    edit fields
    • For Dropdown fields, you are unable to set a default selection
      dropdown
    • For Text fields, enter the Default Text into the un-named field
      text
    • For Date fields, use the calendar icon on the Text field to set a Default Date
      date
    • For Checkbox fields, use the toggle under Default Checkbox State to set the Default State
      default checkbox state
  6. Click Save Changes
    save changes
    • Note: Changes to Default Text are applicable the next time you create an Item

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