You can pre-fill dropdowns and user form fields in your workflows, saving time, preventing errors, and keeping processes consistent from the first step.
• User fields accept an email address as the default, which you can write yourself or use a variable to populate. This is ideal for assigning work or pre-setting an approver.
• Dropdown fields can also pull default values from variables, including other form fields and system variables like the workflow runner.
You can use a variable to set the default value from another form field, or use system variables such as the workflow runner.
Both form fields use a free-text field by design so that you can enable pre-selecting dropdowns based on a linked data set row. For example, you can select a client name from a data set, and auto-select their state and country from dropdowns based on that row.
This update makes it easier to enforce standards, reduce manual entry, and trigger smarter automation from the start.