Ability to set different default enum values per portal

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  • PavelZ
    Member
    • Jan 2023
    • 44

    #1

    Ability to set different default enum values per portal

    Hello,

    It is currently possible to set a default value for an enum field, but this default applies globally.
    It would be great to have the ability to define default values separately for:
    • Portal users (and even per specific portal)
    • System (CRM) users

    I need the following scenario for filed enum (name type):
    • If a Case is created from the system (CRM) → no default value is set.
    • If a Case is created from Portal A → the enum field should default to value A.
    • If a Case is created from Portal B → the enum field should default to value B.

    Each portal has different fields shown to users, and the visibility and required fields are defined based on the selected type.
    Therefore, when a user clicks “ + Create Case” in a specific portal, the Type field needs to be preselected automatically, so that the correct set of fields appears.

    Having this functionality (or a way to define portal-specific default values) would make it much easier to manage multiple portals with different Case configurations.

    Thank you very much for considering this feature!
    Last edited by PavelZ; Yesterday, 03:57 PM. Reason: Just to add, I realize that it’s possible to have a type field on the form and determine the display of other fields based on the selected value. However, this field should not be visible to the custo
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