How to set a default value in a dropdown within a ConfiForm form if the dropdown is a smart dropdown

Peter Baschan
Contributor
February 3, 2025

Hi,

I have created a simple ConfiForm form (name=Form1) with a single text type field Fieldname = Text

I have another form (Form2) where I added a smart dropdown that is populated from the Text field from Form1 Fieldname = List

I would like to create a Registration Control button on a separate page for Form2, where I can define the default value for the List field on the form.

 

e.g.

Entries for Form1:

Text: Project1, Project2, Project3

 

I want the user to see Project2 pre-selected when pressing the Register button for Form2.

I don't mind hard-coding the key=value pair. I have tried specifying the set values field as:

Text=Project2

Text:Project2 

 

Thank you!

Peter

2 answers

1 accepted

2 votes
Answer accepted
Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 3, 2025

The best option is to use the Lookup and Set rule

Parameters to set would be

List=[entry.id]

And the filtering expression would be something like

 Text:Project2

Alex

Peter Baschan
Contributor
February 4, 2025

sorry, I am a novice in ConfiForm, I tried your suggestion, but for some reason it doesn't work. I embedded the Field Definition Rule macro in the Registration macro as follows:

  • Specified Form1 with the Text field. Added a Register button.
  • Specified Form2 with the List field using smart dropdown. Added a Register button.
  • Added the Field Rule macro into the Form2 register macro. What have I missed?
<ac:structured-macro ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Text</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project Name</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project</ac:parameter>
<ac:parameter ac:name="values">[4633564267|Form1|Text|false||]</ac:parameter>
<ac:parameter ac:name="type">smartselect</ac:parameter>
</ac:structured-macro>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f9451a60-b5b7-4328-bb0c-a363b5f56071" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List:[entry.id]</ac:parameter>
<ac:parameter ac:name="values">Text:P1</ac:parameter>
<ac:parameter ac:name="action">Lookup and set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">List</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>

 

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 4, 2025

It is a bit different, here is the video and the configuration for the reference (note that you will need to reconfigure the smart fields to point at the form in your page)

<ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9"><ac:parameter ac:name="formName">Form1</ac:parameter><ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c"><ac:parameter ac:name="fieldName">Text</ac:parameter><ac:parameter ac:name="fieldLabel">Project Name</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7"><ac:parameter ac:name="pageTitle"><ac:link /></ac:parameter><ac:parameter ac:name="formName">Form1</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p><br /></p><ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637"><ac:parameter ac:name="formName">Form2</ac:parameter><ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter><ac:rich-text-body><p><br /></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977"><ac:parameter ac:name="fieldName">List</ac:parameter><ac:parameter ac:name="fieldLabel">Project</ac:parameter><ac:parameter ac:name="values">[218104007|Form1|Text|false||]</ac:parameter><ac:parameter ac:name="type">smartselect</ac:parameter></ac:structured-macro> <ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="172a9a9b-d0b3-4a97-8010-feaee5e46200"><ac:parameter ac:name="fieldName">List2</ac:parameter><ac:parameter ac:name="fieldLabel">Project2</ac:parameter><ac:parameter ac:name="values">[218104007|Form1|Text|true||]</ac:parameter><ac:parameter ac:name="type">smartselect</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition-rules" ac:schema-version="1" ac:macro-id="0f448185-150c-4b4f-92b3-5853713e0ac0"><ac:parameter ac:name="fieldName">List=[entry.Text]&amp;List2=[entry.id]</ac:parameter><ac:parameter ac:name="values">Text:P1</ac:parameter><ac:parameter ac:name="action">Lookup and set value</ac:parameter><ac:parameter ac:name="values2">Form1</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6"><ac:parameter ac:name="pageTitle"><ac:link /></ac:parameter><ac:parameter ac:name="formName">Form2</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p>

 Hope it helps

Alex

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0 votes
Peter Baschan
Contributor
February 4, 2025

sorry, I am a novice in ConfiForm, I tried your suggestion, but for some reason it doesn't work. I embedded the Field Definition Rule macro in the Registration macro as follows:

  • Specified Form1 with the Text field. Added a Register button.
  • Specified Form2 with the List field using smart dropdown. Added a Register button.
  • Added the Field Rule macro into the Form2 register macro. What have I missed?
<ac:structured-macro ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Text</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project Name</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project</ac:parameter>
<ac:parameter ac:name="values">[4633564267|Form1|Text|false||]</ac:parameter>
<ac:parameter ac:name="type">smartselect</ac:parameter>
</ac:structured-macro>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f9451a60-b5b7-4328-bb0c-a363b5f56071" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List:[entry.id]</ac:parameter>
<ac:parameter ac:name="values">Text:P1</ac:parameter>
<ac:parameter ac:name="action">Lookup and set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">List</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>

 

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