Presets and Limits

How to pre-populate form fields and set acceptable value ranges in QNOPY

Default Values

Overview

Default values let you pre-fill fields on your form so that field users don't have to enter the same information repeatedly. Limits let you define acceptable value ranges for fields and trigger warnings or block entries that fall outside those ranges. Both can be managed from the Forms tab inside your project.

Setting default values from the web portal

1. Log in at https://app.qnopy.com/portal/en/login, open your project, and go to the Forms tab.
2. Click Form Pre-sets for the form you want to configure.
3. Select the location and tab you want to set default values for.
4. Enter your default values in the relevant fields and click Save.

How default values are applied

• By location — By default, the value you save applies only to the specific location you selected. This is useful when different locations require different default entries.
• Universal — If you want the same default value to apply to all locations assigned to that form, check the Universal box in the window before saving. The value will then be applied across every location on that form automatically.
• By set — If a default value is not assigned to a specific set of a field, it will be applied to all sets of that field automatically.

Setting bulk default values using Excel

To set default values for many locations at once, you can upload them via Excel instead of entering them one by one.

Before you begin: Your locations must be assigned to a specific form before default values can be set. If you haven't done this yet, go to the Locations tab and assign your locations to the relevant form first.

1. In the Forms tab, click Form Pre-sets, select the tab you want to add values for, and click Download Template.
2. Fill in the Excel template with your default values. The template includes a row for each location with columns for each field.
3. Save the Excel file.
4. Return to the web portal, select the specific tab of your form, click Upload, and select your saved file.
5. Your default values will appear in the pre-sets table once uploaded.

Tip: Save your Excel file before uploading. Unsaved changes will not be captured.

 

Limits

Set Limits using Excel

Limits define the acceptable range of values for fields on your form. When a field value falls outside the defined range, QNOPY can warn the user or block the entry entirely. Limits are currently set using Excel.

Types of limits

• Lower limit — Users cannot enter a value lower than this in the app.
• Upper limit — Users cannot enter a value higher than this in the app.
• Warning low — Users receive a warning notification when entering a value at or below this threshold.
• Warning high — Users receive a warning notification when entering a value at or above this threshold.
• Warning value — Users and project managers receive a warning notification when a specific text or option value is entered or selected in the app.

How to set limits

1. In the Forms tab, click the Limits button (shown in blue text to the right of the form name and date).
2. Click Set Limits. From here you can upload limits, delete limits, export limits, and set limits using historical data.
3. Click Download Template to get the limits template. The process is the same as setting bulk default values using Excel.
4. Fill in the template with your limit values for each location and field.
5. Save the Excel file, return to the web portal, select the specific tab of your form, click Upload, and select your file.
6. Your limits will be applied to the form once uploaded.

Tip: Save your Excel file before uploading to make sure all your changes are captured.

Need help?

If you have questions about setting default values or limits, contact our support team:

• Email: [e-mail]
• Phone: [phone]