Item field designs can be used to automatically populate item fields with pre-determined content, such as default text and recommended actions. Field designs affect all items for the selected meeting type.
The management of agenda default text is performed in a separate location from item field designs. For instructions on how to edit agenda default text, see our Manage Default Text article.
Important Notes
To manage item field designs, users must have the “Has Access to Meetings Site Settings” permission in their User Profile.
Changes to item field designs apply the next time an item is created.
Even though the Fiscal Impact Summary field is an item field, its default text is managed in the same location as agenda default text.
Instructions
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Click the Field Design tile
Click the Edit tool (purple pencil icon) for the desired field design
Click the Edit button next to the desired field
Edit the component fields as desired
Note:
The fields that appear will differ depending on the component you have selected.
For dropdown fields, you are unable to set a default selection.
For text fields, enter the default text into the unnamed field.
For date fields, use the calendar icon on the text field to set a default date.
For checkbox fields, use the toggle under the Default Checkbox State section to set the default state.
Click the Save Changes button
Note:
Changes to an item field design are applicable the next time you create an item.
The item field design has been edited