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  2. Customizing Workflows
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Set a Default Value for New Fields

Setting a default value ensures that every new record in your workflow starts with a pre-selected option. This saves time, reduces manual entry, and helps keep your team’s data consistent—especially for fields that usually share the same starting point.

Note: Customization is only available in no-code workflows. If your workflow doesn’t have these options, you can reach out to our team to discuss migrating to one that does.

At this time, customization features are only supported on Desktop. Please log in to your Coast at app.coastapp.com.

 

 

How to Set a Default Value for New Fields:

Desktop
  1. Click the Workspace Title at the top of your screen to open the Menu.
  2. Select Fields. This controls how the form appears to everyone who has access to the workspace.
  3. Click the field you want to update, or add a new field.
  4. From the field config panel, click Default Value for New Fields drop down to select the default value.
  5. Choose the value you want to set as the default. This value will automatically appear whenever a new card is created.
  6. Click Save to confirm and apply your changes.