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Partial Defaulting Example

By using the Financial Integration options in the desktop application, your administrator can enable partial defaulting for Account Numbers and Project Numbers on the web forms. Consult your system administrator for additional information.

If these options are set up, when a Category or Task with an associated account number or project number - account is selected on the web form, the system will automatically carry over the corresponding numbers with no other input from the user (example below).

Partial DefaultingPicklist

See Also

Using the Forms

Using the Pick Lists

Default Form Elements

Sample Knowledge Base

Sample Scripts

Parts Integration Example

Financial Integration Example

Open Warranty Notice

Yellow Textboxes on Web Pages

Special Note Regarding Resulting Tasks

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