Setting Default Values for User-type Fields

After you define selections for User, Multi-User, and Multi-Group fields following the instructions in Adding User and Group Values, you can specify default values for these fields types by setting them for:

A workflow so they are available for all projects assigned to the workflow and for sub-workflows.
Specific projects. For example, you may want to select a manager as a default value for a User field for one project, but a different manager as a default value for other projects.
Specific transitions in projects. For example, you may want to select an IT technician as the default value for a user field for a project, but a manager as the default value for the field for an "Escalate" transition.

Note: Before you can set default values for fields in workflows, the Override field properties check box must be selected for the field on the Field Overrides tab for the workflow in SBM Composer.

To set default values for User, Multi-User, and Multi-Group fields:

Do one of the following:
- To set a default value for the field for all transitions in a workflow or project, select the Default Fields tab.
- To set a default value for a field for a specific transition in a project, select the States/Transitions tab, select a transition, click Details, and then select the Fields tab.
Search for or navigate to a User, Multi-User, or Multi-Group field.
Select the field, and then click Details.
If you are editing a default field, select the Attributes tab.
Select Manage User/Group Defaults. Selections available as default values are listed in the left pane.
Select values in the left pane, and then click the right arrow. You may need to search or navigate through the list to find valid values.
Note: For User fields, you can only add a single default value. You can also select "Current User" to set the default value to the user performing an update or transition.
Save your changes.