How to Set-up Defaults in a Web Form
Warning: Editing your Web Form before all submissions have been processed in Eleo will cause them to get stuck in the Pending folder. It will simply keep refreshing when you attempt to process them.
To prevent this, we recommend this order of operations:
- Keep up to date with processing your pending transactions
- Make the appropriate edits to your form
- Use the new Web Form link that is generated by Eleo
- Take that live link to replace your old one. It will not automatically update
In Eleo’s Web Forms Module, you may set-up defaults in your Web Forms. This gives you the ability to assign a pre-existing value to a setting in Eleo for your Web Form. When you select this assignment, it is a decision that affects where the value becomes defaulted on your form.
Here are the step-by-step instructions on how to assign defaults in your Web Form:
1) Navigate to your Web Form by going to Web Forms > Search Web Forms.
2) Click on your corresponding Web Form that you have already created that you would like to edit.
3) Then, click on the Advanced button in your Web Form Dashboard in the upper right-hand corner of your screen.
4) Proceed by clicking on the Defaults tab.
5) Click on the button for ‘Add Default Value’.
6) Next, select the field that you would like the corresponding value (that you also select) to default to. You will select your Field and your Value from the drop-down areas.
- Then click on Save.
7) You have now successfully added a default to your Web Form!
- In the example shown in this guide, the donations from this Event Registration Web Form will automatically default into the Fund titled General Fund. This is helpful because the totals for this fund will be visible in the graph on the Home screen for Top Funds, and the information will be able to be pulled in a List, along with in our Reports.
- For recommendations on how to pull specific data in Eleo, and for further guidance about our Web Form’s defaults, please do not hesitate to contact our Eleo Support Team at 1-844-676-ELEO (3536) or email us at Support@EleoOnline.com.