Manage Default Text

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 should not forget.

The management of agenda default text is performed in a separate location from item default text.

Important Notes

• To manage these settings, users must have the Has Access to Meetings Site Settings permission in their User Profile.
• Changes to default text apply 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.

Edit Agenda Default Text

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Select the Meeting Types tile under the Meetings section
   
5. Click the Default Text button (blue capital-T icon) for the desired meeting type
   
6. Fill in the details for as many of the available default text fields as necessary
   
   
   • 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
7. Click the Save Changes button
   
8. The agenda default text has been edited
   
   Notes:

   • Changes to default text are applicable the next time you create an agenda.
   • You can Manage Agenda Custom Data to change the label, visibility, and status of your agenda default text.

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Edit Item Default Text

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Field Design tile
   
5. Click the Edit tool (purple pencil icon) for the desired field design
   
6. Click the Edit button next to the desired field
   
7. Edit the component fields as desired
   
   
   Note: The fields that appear will differ depending on the component you have selected.

   • For dropdown fields, you are unable to set a default selection.
     
   • For text fields, enter the default text into the unnamed field.
     
   • For date fields, use the calendar icon on the text field to set a default date.
     
   • For checkbox fields, use the toggle under the Default Checkbox State section to set the default state.
     
8. Click the Save Changes button
   
   
   Note: Changes to default text are applicable the next time you create an item.
9. The item's default text has been edited

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Resources

• Manage Agenda Custom Data

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