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Using Fields in Steps

The data types that you name in the property sheet may be numbers, text, time, and so on. These data types determine how the data is handled in a process and displayed in a guide.

The following image shows the Account Type field:

The Default Value and Show List fields appear only when you define the field in a step:

Default Value
: Select Content, Field, or Formula.

Content displays a control where you can enter a specific value.

Field displays a list from which you can select the default value.

Formula allows you to set the value using a formula you enter here.

If you select a default value for a field that is on a screen "for update", the user does not see the default value unless the field's current value was not set before the step displays. If it was set, the user sees this current value. Service Call steps differ as the default value is always shown since there is no existing value.

Show List
: For information, see Selecting and Displaying Objects.

Setting Data in Steps

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