Have you ever wanted to change the Record ID# on your form to something more descriptive? This is a simple update!
Changing the record identifier on the form can speed up finding the right record and help reduce confusion. If you would like to customize the form title, you'll want to check out this tutorial.
Some options you might consider are:
Name
Email
Purchase Req #
Project Task #
When it's helpful to have a name, PO #, or another unique identifier at the top of the form instead of the default Record ID#, follow these steps:
Open the Advanced Table Settings
Find the section called Record Title
Update to your preferred title
Once you learn how to customize the title on your form, you won't miss the Record ID#.
See the video transcript
FROM THE TUTORIAL: "For this example, I'm using the complete project manager app from the app exchange. I'll jump over to the customers table. Here you can see the list of customers you'll also notice that each customer has a record ID, but let's dive in closer. Upon further inspection, you'll notice that the record ID does not show at the top of the form. Instead it has the customer name - or in this case the company name. You might be wondering how'd they do that? Let's take a look! We'll click on settings to open the settings for the table here. Near the bottom, we can click on advanced settings. With the Advanced Settings opens we'll scroll to the bottom you'll see here a spot for record title. This is where you can change what will display at the top of your record. The default is the key field which is usually the record ID number however you can also choose any field from the drop-down. Let's take a look at what this looks like if we move back to the key field. I'll click save and exit and now you can see the top of the form is now showing the record ID number instead of the customer name. Well, that's how you update what shows at the top of your record!"
