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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure default field values for a service definition

Configure default values for fields in a service definition's target table. When a record is created for this table, the system uses these values to auto populate record fields.

Before you begin

Role required: sn_csm_case_types.service_definition_manager, sn_csm_case_types.service_definition_admin, or admin

About this task

The target table for a service definition is stored in the Table field. The table selected in this field is the Case table or a table that extends the Case table. When a record is created for the target table, the system auto populates fields with the default values.

Procedure

  1. Navigate to All > Customer Service > Administration > Service Definitions.

  2. Select a service definition.

  3. In the Default table field values field, select a field and a value.

    Each time you select a field, an additional selection option becomes available.

  4. To remove a field, select the Delete button next to the field value.

  5. When you are finished selecting fields and values, select Update.