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Get custom default value in intake form

  • May 13, 2025
  • 5 replies
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A
Active Voice
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I have a dropdown field names ‘Brand’. The value chosen here should be the default value in another field in the intake form while filling the form. How is this possible?

Best answer by Pawan Gangwani

Hey ​@Aishwarya Konki 

Yeah, sure! To achieve this, you'll need to create 7 separate text fields in the intake form—each with default text matching one of the 7 dropdown values from the "Brand" field.

Then, apply visibility conditions on each text field. For example:

  • If Brand = Apple, then show the text field with "Apple" as default, and hide the others.

  • Repeat this setup for the remaining 6 values.

This way, only the relevant text field will be visible based on the selected Brand, effectively setting the default value dynamically.
Note: You will need to edit merge tag.
 



Thanks!

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5 replies

Pawan Gangwani
Digital Leader
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Hello ​@Aishwarya Konki 

I hope you doing well.

To achieve this, you can apply a condition on the other field to set its default value based on the selected value in the "Brand" dropdown.
However, to guide you properly, could you let me know how many dropdown options are available in the "Brand" field?

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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A
Active Voice
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Hi ​@Pawan Gangwani ,

Thanks for the response. The field ‘Brand’ has 7 dropdown values. Please let me know how we can apply condition.

Regards,

Aishwarya

Pawan Gangwani
Digital Leader
Forum|alt.badge.img+15
  • Pawan GangwaniDigital Leader
  • Digital Leader
  • Answer
  • May 14, 2025

Hey ​@Aishwarya Konki 

Yeah, sure! To achieve this, you'll need to create 7 separate text fields in the intake form—each with default text matching one of the 7 dropdown values from the "Brand" field.

Then, apply visibility conditions on each text field. For example:

  • If Brand = Apple, then show the text field with "Apple" as default, and hide the others.

  • Repeat this setup for the remaining 6 values.

This way, only the relevant text field will be visible based on the selected Brand, effectively setting the default value dynamically.
Note: You will need to edit merge tag.
 



Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
A
Active Voice
Forum|alt.badge.img+2

Hi ​@Pawan Gangwani,

Thanks for the detailed steps. I now understood how to setup defaults based on other field selection.

Incase there are more than 10 values in the dropdown, do we have any other way of doing this?

Regards,

Aishwarya

Pawan Gangwani
Digital Leader
Forum|alt.badge.img+15

Hi ​@Pawan Gangwani,

Thanks for the detailed steps. I now understood how to setup defaults based on other field selection.

Incase there are more than 10 values in the dropdown, do we have any other way of doing this?

Regards,

Aishwarya

In that case, utilizing a CSV upload can be a good alternative. It allows you to handle larger sets of values efficiently without being limited by the dropdown UI constraints. 

Note: that totally depends on the case or requirment.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
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