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You may use pre-population rules in combination with a template to automatically populate text and memo text fields with static values, dynamic values, or string concatenation.

Usually, fields must be populated by a value of the same type. For example, a number field must be populated by a number. You may prepopulate text and memo-text fields with the following types of values:

Boolean—Populate the field with Yes or No according to the boolean value (Boolean values are generally shown in the end user interface as check-boxes)

Date—Populate the field with the system date and time formats

Number—Populate the field with a number as text

Record—Populate the field with the display string of the record (its name or number)