By configuring the Default Selection, such as Entity and Location, in future when users encounter any input field that is related to both of these, the default branch and location will be auto-filled with the user’s selection.
Click on ‘Save’ when you finish configuring.
...
The Default Selection configuration ensures that specific values are pre-selected for fields, streamlining data entry and reducing errors.
Key Features:
Set default values for frequently used fields, such as branches or locations.
Ensure consistency across organizational modules.
Steps to Configure:
Navigate to the Default Selection section.
Select default values for the available fields (e.g., Default Branch, Default Location).
Click Save to finalize the changes.
Example:
Scenario: An organization has a primary branch called "HQ." Setting this as the default branch ensures that it is automatically selected during new entries, saving time and avoiding errors.