Stop retyping the same values. Fill a form once, keep the parts you want, and reuse them whenever you create a similar document. It works on standard DocTypes, with no developer needed.

What you can do

• Save any form as a preset, choosing exactly which fields and child tables to keep

• Apply a preset to a new or draft form from a Presets button

• Preview before anything changes: every field is listed with its current and new value, every child row with the values it would add, a checkbox on each, and a reason next to anything that cannot be filled

• Fill only the empty fields, or overwrite existing values

• Add the preset's rows to a child table, or replace the rows already there

• Make dates and users dynamic: today plus a number of days, the first or last day of the month, the current user or the default company, worked out each time the preset is applied

• Keep a preset private, share it with chosen users or roles (with optional edit rights), or offer it to everyone

• Manage limits and excluded DocTypes from one settings page

Safe by design

• Applying a preset only fills the form on screen. You save the form as usual, so every normal validation and permission still applies

• Presets never keep passwords, attachments, read-only fields, fetched fields or fields you are not allowed to read

• Users need read access to a DocType to see or use its presets (System Managers can see all presets)

• Submitted and cancelled documents cannot be filled

• Values from a preset are skipped, with the reason shown, when a linked record or a select option no longer exists

Good to know

• Works on the desk, on any standard DocType. System DocTypes, single DocTypes and child tables are left out

• Everyone-wide sharing is off until an administrator turns it on