How to Set User Defaults

Path: Admin > User Management > Records / Defaults Tab

The selections for defaults fields are restricted to a few windows and a limited number of fields. However, they can save data entry time for regular users. To add default values to a user management record:

  1. Click the Defaults Tab of the desired record.
  2. Click Edit on the WebTMA toolbar.
  3. Click the Add Default Value link at the top of the grid.
  4. Click the down arrows to make selections for the Window, Page, Control, and Value fields.
  5. Click Save on the Defaults Entry window.
  6. (Optional) Repeat steps 3-5 to add more defaults.
  7. Click Save on the WebTMA toolbar.

Once you have added defaults, you can edit or remove the default lines in Edit mode by clicking the pencil icon (to edit) or the trash can icon (to delete) on a line item.

See Also

User Management Defaults Tab