How to Set Default Field Values in a Record Page Using UI Builder

[sarah_bioni]

When working with Record Pages in UI Builder, there are cases where you need to set default values for fields in a form. This guide outlines the correct steps to configure this behavior in the Form Controller.

🎯 Steps to Set a Default Value in a Form Field

1️⃣ Open the Record Page in UI Builder

2️⃣ Select the Form Component

• In the UI Builder canvas, click on the Form component.

• In the right-hand panel, locate the Form Controller section.

• Click the gear icon (⚙️) next to the Form Controller.

3️⃣ Add or Edit the Event

• In the Form Controller configuration, go to the Events tab.

• Look for the event:

  [Record Page] Record data fetch succeeded

  
• If it doesn’t exist, create it.

4️⃣ Configure the [Field] Set Value Action

• Inside the event, add a new action:

  [Field] Set Value

  
• Select the field you want to set.
• Provide the Value and Display Value.

5️⃣ Apply the Changes

• Click Apply to save the configuration.

[Marskh11]

Does this work for new records as well using viewport/subpage? I have a button that opens a modal that is just a subpage for a new record and I need to default values based on the parent page and I can't seem to get that to set right. 

[sarah_bioni]

Hi @Marskh11 ,

Have you tried pulling the data via record watcher? Normally if you are dealing with something standard it is in data resources.

 

Regards,

Sarah Bioni

[n4t411]

How to set scripted value like: javascript:gs.now() in this context?

[sarah_bioni]

Hi @n4t411,

You need to add a new data resource called Now DateTime

Regards,

Sarah Bioni