Introduction
In this guide, we will guide you through a powerful feature in Empress called Session Defaults. This feature allows you to set default values that will automatically populate specific fields during user sessions. This can be incredibly helpful for business users who frequently perform the same actions or work with the same data, as it streamlines the process and saves you time.
Introduction to Session Defaults
Imagine you manage several companies within your Empress account and you often create new Sales Orders. Manually entering the ‘Company’ field every time can be tedious and time-consuming. With Session Defaults, the ‘Company’ field can be automatically filled with your preferred company. This means you can focus more on your core tasks and spend less time on data entry.
How to Set Up Session Defaults
Setting up Session Defaults involves two main steps: configuring the Session Default Settings and setting the Session Default Values.
Configuring Session Default Settings
- Navigate to the Session Default Settings area. You will see a table for Session Defaults.
- Click on ‘Add Row’.
- In the new row, select the DocType (the type of document or record) for which you want to set Session Defaults.
- Click ‘Save’.
Setting Session Default Values
- Click on the ‘Settings’ menu in the toolbar, then select the ‘Session Defaults’ option.
- A ‘Session Defaults’ prompt will appear. Here, you can set the default values for the respective fields.
- After setting the values, click ‘Save’.
Once saved, these default values will be applied in the relevant fields across the platform. For example, when you open a new Sales Order, the ‘Company’ field will be automatically set to your default.
Key Features of Session Defaults
Defaults Reset After Logout
One important thing to note is that these default values are session-specific. This means they apply only for the duration of the user’s current session. Once the user logs out, these default values are reset.
Restricted Visibility of ‘Settings’ Button
The ‘Settings’ button, which directs you to Session Default Settings, is only visible to the System Manager or a user with permission to access ‘Session Default Settings’. This means you have control over who can change the document types for which Session Defaults are set.
Conclusion
Session Defaults is a powerful tool in Empress that can significantly enhance your business processes. By allowing you to set default values, it streamlines your workflow and saves you valuable time. If you need further assistance or information, please refer to our other user-friendly resources or reach out to our support team.