Setting Dynamic Default Values

This topic describes Step 3 of the example for creating dynamic default values in custom segments. For a complete list of steps for this example, see Dynamic Default Values in Custom Segments Example.

After the segments are created, you must set the default values for custom segment values. For example, if you want a value for state to dynamically display when a specific city is entered in the City field, you set this up on the City entry form.

To set the dynamic default values for a segment:

1. Go to Customization > Lists, Records, & Fields > Record Types.

2. Find the custom record that's associated with the City segment that you created and click List.

3. To create a new record, click New. To edit an existing record, click Edit.

4. If this is a new record, in the Name field, enter the name of the city.

5. In the State field, enter the state. When the city name specified is entered on a sales order, the state name set up here appears automatically in the State field.

6. Click Save.

Related Topics

• Dynamic Default Values in Custom Segments Example
• Creating a Custom Segment Type that Determines the Dynamic Default Value
• Creating a Custom Segment Type that Displays the Dynamic Default Value
• Using the Segments on a Transaction Form

General Notices