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How to display a title other than the primary field for linked records

The primary field is an autonumber. I want it to show a different value (something more readable).

Updated over a week ago

You can change the record title for linked record fields on the form, or records in the portal to something different by going to:

For a linked record field on the form:

  1. Select the linked record field

  2. Go to View

  3. Set Record title to Select another field

  4. Set Custom field for record title value accordingly

For a table/view in a portal or shared view:

  1. Tables

  2. Views

  3. Under Default Fields, set Record title to Select another field

  4. Set Custom field for record title value accordingly

If your views are set to override default view settings (under the View Type section of your view's settings), you'll need to change this setting on a per-view basis (under Record Title), instead of just in the default fields settings.

💡 Note: Attachment fields and linked records field types cannot be selected for this feature.

Troubleshooting:

If you see the error message 'Could not find a primary field for the table,' check that all linked-record fields, where the 'Record title' is set to 'Select another field,' have a custom field selected.

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