Recent

Setting field default values in Nintex Forms

Sometimes with Nintex forms you would like to set a default value for some fields. Some examples of default values include having a date field default to the current date, a dropdown field to a specific value or a people picker field default to the current user.

Their are different instructions below depending on the type of field you are setting a default value for:

  • Default values for people picker fields
  • Default values for date fields
  • Default values for choice/dropdown fields
  • Default value for single line textboxes

We also have two different articles showing how to:

Default values for people pickers

The most common default value to enter for picker pickers is to have the people picker default to the current user (the person filling out the form).

1. Double click on the people picker field on your form to open that fields settings.
Nintex-forms-default-person-14-1

2. Change the Default value source to Specify default value. Then click on the Default value address book icon.
Nintex-forms-default-person-14-2

3. Double click the Current User value from the Common Tab. Click OK to close the insert reference menu.
Nintex-forms-default-person-14-3

4. The Default value of Current User should now be listed. Click Save.
Nintex-forms-default-person-14-4
5. Now that you have the default value set you need to preview the form to test it.  Click on the Preview icon in the ribbon and make sure to choose New for the Mode (default values are only set on new item entries).
Default-value-textbox-16-3

6.  Your form should now be displayed with your name entered into the people picker.
Nintex-forms-default-person-14-5

 

Default values for date fields

To create a default value for a date field, you must use the List Settings option instead of setting inside the Nintex form itself. The great thing is, the Nintex form will automatically pick up any changes made through the list settings options.

1. Go to the List, click on the List tab, select List Settings.
Nintex-forms-default-date-14-1
2. In the Columns section of the List Settings page, click on the Date field you want to change the default value for.
Nintex-forms-default-date-14-2
3. You can choose the ‘Today’s Date’ option or you can enter a Calculated Value. For calculated values use the [Today] value followed by a math equation, so in this example we want the default value to be 1 week from Today. Click OK.
Nintex-forms-default-date-14-3

4. Now when you open a new form, the Date field will default to the date one week from today.
Nintex-forms-default-date-14-4

Default values for Choice/Dropdown fields

If you are trying to specify a default value for a regular dropdown/choice field (i.e. not a list lookup or cascading dropdown), the easiest way to do that is in the List settings just like you would for a regular list.

1. Go to the list where the Nintex form exists, click on the ‘List’ tab, select ‘List Settings’.

2.  On the List Settings page under the columns section click on the name of your dropdown field:
Dropdown-default-value-14-1
2. Here is where you can specify a default value. Click Save when you are done.
Dropdown-default-value-14-2
**What’s great about this option, is the list picks up this change automatically. If you have already published a Nintex form, you don’t need to change the form or anything. When someone clicks on add a new item, the dropdown field will automatically have a default value now.

Default value for a single line text fields

1. Double click on the people picker field on your form to open that fields settings.

Default-value-textbox-16-1

2. Change the Default value source to Specify default value. Then either enter a text default value or click on the address book icon to insert a field or form reference.  After you are done entering the default value click the Save button.
Default-value-textbox-16-2
3. Now that you have the default value set you need to preview the form to test it.  Click on the Preview icon in the ribbon and make sure to choose New for the Mode (default values are only set on new item entries).
Default-value-textbox-16-3

4. Your form should now be displayed with a default value entered in the text box.
Default-value-textbox-16-4

 

About Nick Hurst (84 Articles)
SharePoint and Nintex developer who strives to find easy to deploy and maintain solutions for business problems.

3 Comments on Setting field default values in Nintex Forms

  1. Nick,
    Great posts! Thank you (for all of them). I’ve found a number of them very useful in building out Nintex forms & workflows.
    I’m wondering about the default people picker example above and whether there is a way to conditionally set a person if they are for example, part of a particular SharePoint group (or Active Directory group). I know that there are ways to get at the group information in Nintex workflow, but haven’t yet tracked down a way to do this via Nintex Forms (2013).

    Like

    • Hi Katie, I think I know what your asking.

      When setting up the default value, on the Insert reference portion click on the Inline Functions. One of the inline functions is IsMemberOfGroup() which allows you to see if the current user is part of a specified SharePoint group. So combining that function together with the If function might give you what you are looking for. For Example:

      fn-If(fn-IsMemberOfGroup(SharePoint Group Name), Person you want specified if True, Person you want specified if false)

      So if the current person is part of a specified SharePoint group you could specify one Individual (true), if the current user is not part of the specified SharePoint group you could specify another person (false).

      Hope that helps.

      If(

      Like

  2. Leif Frederiksen // March 29, 2017 at 1:04 pm // Reply

    I want to use a calculated field or a form variable as my default value. However, in the Insert Reference dialog, I get only the tabs for Common, Item Properties and Inline functions.

    Do you know how to overcome this?

    Regards
    Leif

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: