Setting the Default Form Name

Last Updated: Feb 15, 2017 11:41AM PST

The default form name is the name that is given to any new form created from a particular template. This name can be the same for each new form (e.g. "Sample Work Order"), or it can be different for each new form (e.g. "Work Order" followed by the unique work order number). When the default form name is not specified, it default to "Template Name - Identifier".

To change the default form name for a template, do the following:

  1. In the Templates Tab, click your template’s name to open it in the Template Editor.

  2. In the Template Editor, expand the  menu and select Default Form Name.

  3. Enter the new default form name in the dialog box that appears, and click Save Changes. You can use your field names to make the default form name dynamic, and the name will update with the data you input in these fields while filling out the form. For instance, in the screenshot below we use the fields [Work Order Number] and [Date]. The resulting form name might read something like “Work Order 107121 - 6/29/2016”. If you added a field like [Customer Name], the customer would show in the form as soon as you fill out that field.

  4. Click Save Changes at the top of the Template Editor. Don’t forget this step -- your default form name will not be saved until you do this!

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