You can set the default value for a picklist in two ways:
- Default value for all users
- Default value for specific users
The default value can be set for any picklist field of any object. In this example, we will consider the picklist field "Approval Status" in the "TT Details" object.
Setting the Default Value for All Users
To set a default picklist value for all users:
- Go to the Setup menu and select "Object Manager."
- Find and select the object that contains the picklist field for which you want to set the default value (e.g., "TT Details").
- In the object's details, go to the "Fields & Relationships" section and find the picklist field (e.g., "Approval Status").
- Click on the picklist field name to open its details, then click "Edit."
- In the picklist values section, select the checkbox next to the value you want to set as the default.
- Click Save and save the changes.
The value you enabled in the picklist will be the default for all users when they enter the time.
To set the default value for specific users (e.g., Approval Status), follow these steps:
Ensure the field (e.g., Approval Status) exists in both the TT Details and TT User objects with the same API name.
- Navigate to the TT User object and add the Approval Status field to the TT User page layout.
When creating or updating a TT User record, select the desired value in the Approval Status field. This value will be used as the default for that specific user.
When the user tracks time using the TimeTracker app through any of the following methods:
- Lightning Components: Auto Tracking, Manual Entry, or Live Tracking
- Entry Modes: Multiline, Multi-day, or Weekly
- Platforms: Mobile or Web app, etc.,
The default approval status will automatically be set to the value specified for that user in the TT User object.
This approach ensures that the default approval status is personalized for each user and applied consistently across various time tracking methods and platforms.