Setting session defaults

Your database designer can add standard fields that are present on all the entities and links in your database. You can set up default values for standard fields that will be used when items are created within the current session.

About this task

If you are creating multiple items that contain the same information, configuring a default value for your current session can reduce the time taken to enter that data manually. For example if you are adding data that relates to a particular case, or from a specific source.
Note: If you are creating items that consistently contain the same information across several users, or a prolonged period of time, it might be more efficient to set up a field default. For more information, see Creating a field,
You can set up session based defaults for fields that meet the following criteria:
  • must be set up as a standard field (available on all item types)
  • cannot be set to read-only (for example system fields, ones you do not have security to write to, or fields containing calculated values
  • are of the following types:
    • Text
    • Multi-line text
    • Multi-Line Text (append-only)
    • Hyperlink
    • Grade
    • Link Strength
    • Security Classification Codes

When you set up a session default, you will add the specified value for the field to each record added during a particular session, whether manually or when importing. When you create a new record, you see the fields' values already set to the default which you can override if you wish.

Note: If you leave iBase and restart, the session is completed, therefore the session default values are reset to blank.

Procedure

  1. In iBase User, open Tools > Session Defaults.
  2. Select the cell in the Value column for the field you want to set.
  3. Enter or edit the default value, or select a value from the list.
  4. Click OK to set the session defaults.