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How to set "Default Value" to default to another field

Lauren Ortiz
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August 2, 2023

We have a field called reporter, that defaults to the username of whoever opens a ticket.

 

I have another custom field called "Specialist." In order to have it auto-appear on the CRF it needs a default value. I would like this to match whatever is in the "Reporter" field until someone claims the ticket.

How do I make another fields value a default value in this case?

1 answer

0 votes
Kris Dewachter
Community Champion
August 2, 2023

Hi @Lauren Ortiz ,

I would create an automation rule that sets the "Specialist" field upon creation of the issue.

Best regards,

Kris

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