Add account defaults to a service

We can add default values for attributes. When we create an account for this service, the default values are provided.

We must create a service instance before you begin this task.

Consider doing a "supporting data only" reconciliation to sync up account metadata before we configure the account defaults.

If account defaults are already defined on the service type for this service, a message is displayed. It indicates that account defaults are defined for the service type. If we click OK, then the account defaults for the service type are copied to the service. We can either change the account defaults on the service or remove them from the service. Any changes (including removals) do not affect the account defaults on the service type.

To add account defaults to a service.

1. Click Manage Services. The Select a Service page is displayed.

2. On the Select a Service page:

   1. Enter information about the service in the Search information field.

   2. In the Search by field, specify whether to search against services or business units.

   3. Select a service type from the Search type list.

   4. Select a status from the Status list, and then click Search. A list of services that matches the search criteria is displayed.

3. In the Services table, click the icon () next to the service to show the tasks that can be done on the service, and then click Account Defaults. The tasks that we can do are dependent on the type of service.The Select an Account Attribute page is displayed.

4. On the Select an Account Attribute page, click Add to add an attribute. The Select an Attribute to Default page is displayed.

5. On the Select an Attribute to Default page, select an account attribute, and then click one of the following options:
   • Add, to add a default value for the selected attribute. Complete the appropriate fields, which vary depending on the type of service, and then click OK. The attribute default is added to the list on the Select an Attribute to Default page.
   • Add (Advanced), to add a script that specifies a default value for the selected attribute. Type the JavaScript code in the Script field, and then click OK. The attribute default is added to the list on the Select an Attribute to Default page.

6. On the Select an Account Attribute page. When we are finished adding attribute defaults to the service instance, click OK to save the changes and to close the page. For JavaScript APIs available for account defaults, see the JavaScript document and look for JavaScript Extensions for host component "Account Default."

A message is displayed, indicating that you successfully saved the account defaults on the service.

Select another account task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.

Parent topic: Management of account defaults on a service