Partial Defaulting Example

By using the Financial Integration options in the desktop application, you can enable partial defaulting for Account Numbers and Project Numbers on the web forms.

The basic steps required are listed briefly below; however, we recommend consulting the Lucity Help guide for additional details on Partial Defaulting and Work Flow Setup.

1. In the desktop, Administration>>Work Options module turn on the options for "Use Partial Defaulting for Accounts" and "Use Partial Defaulting for Project Numbers".

   Note: These options can be used with or without Eden financial integration.

2. In the desktop, Work Flow Setup modules for Categories and Tasks, enter the applicable account numbers and/or project number - account.
3. In the Lucity Administration for Web Apps, you must then clear the web cache for any changes to the work options to take effect in the web forms.
4. In the Web application, when the Category or Task is selected on the web form, the system will automatically carry over the corresponding numbers with no other input from the user (example below).