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Get custom default value in intake form

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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?

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Pawan GangwaniAnswer

Hero

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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Pawan Gangwani

Hero

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

Aishwarya Konki

Author

Active Voice

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

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Pawan Gangwani

Answer

Hero

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

Translate

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

A

Aishwarya Konki

Author

Active Voice

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

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Pawan Gangwani

Hero

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

Translate

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

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