The less time it takes to fill out your forms, the more time your users can spend on other tasks. Also, odds go up that form fillers will complete forms when they take less time to fill out. This blog post will give you a few tips for speeding up form filling and improving accuracy so your forms are completed faster.
In this post we will cover
- Using defaults
- Using contextual defaults for bringing in the current day and user
Setting up default values
For questions where one answer is much more common than others, it can be useful to set up default starting values. The value you choose will appear when the form is opened, but the form filler is still able to change it.
You can set default values by selecting the control and clicking on the properties pane, and then choosing “Default Value”.
Let’s say I had a sailboat rental form, and when boats are rented employees need to fill out who checked out the boat, when it was checked out, what type of boat it was, the boat #, and customer information.
Because the sailboat rental place has mostly 24 foot boats, we can set the default Size to be 24 feet. Now employees won’t have to fill this field out most of the time. To set a default value, select the control (the boat size dropdown), choose the Properties tab, and select Default Value. Type the default value in the box provided. You can set the defaults for text boxes, combo boxes, check boxes and many other controls this way.
When a boat is being checked out, we need to log the person who checked it out and the date. Most commonly, boats are checked out for today’s date. We want to set the default value of “checked out by” date to be today’s date.
Choose the “Insert Function” button and pick the now() function from the Date and Time Category. Click “OK” until you return to the form. Now, when users open the form today’s date will be automatically filled in.
When using today() or now(), the form will update the date when you re-open it unless you uncheck the “Refresh value when formula is recalculated”. Make sure to uncheck this box.
|today() vs now()
today() and now() can both be used to set the default value of a date picker. However, the type of form you have can affect which one you use.
– Use today() when you have a date-only field.
– Use now() when your field requires a date and time.
In general, when using a SharePoint list form, use now(). When using a form library or filler-only form, use today(), unless you have changed the data format of the date field to date and time.
Setting up the default user
Setting the default value of the Person/Group picker is done through the fields task pane. Show the fields task pane by selecting “Show Fields” on the data tab and expand your Person/Group picker field (in my case, outBy). Click “Show advanced view” to see the detailed view. Right-click on the AccountId and choose properties.
Under default value, choose the function builder and type userName().
Again, make sure that “Refresh value when formula is recalculated” is unchecked, so that this rule is only run once and not every time the form is opened. Click Ok.
Repeat this process with the DisplayName (optional) to get the best experience. Now the people picker will default to the person who opens the form.
When we load the form, the date, boat type, and checked out by fields are already filled out. With half of the fields completed, it will take employees less time to check out boats.
Hopefully, these tips will help you set good defaults and your users will spend less time filling out forms!