A problem we often come across is we can’t change the display name of the record in calendar view or linked field – it always takes the primary field. A workaround is to use ‘formula’ as the primary field to customize the display name. However this causes further issues:
- You might want a different display name for different purposes. Eg. When a project record links to several tasks fields, you want to show the task name only. But when displaying all task fields in a calendar view, you want to show the task name AND the related project name.
Project: write a blog post about X; links to 3 tasks “find cover image”, “research” and “write”
But when displaying the calendar in Tasks table, I’d like to see “Find cover image[assignee][status]” or some other form of display.
These short tasks names fit nicely within the Project record view
But these Task record names in Calendar view are not very useful
Ideally we could choose a different field (eg last one) for displaying in calendar/linked records
- If you’re creating a new linked record from within a parent record, if the primary field is a formula, you won’t be able to edit the text unless you expand the record. E.g.
Project: write about X; links to tasks: click on “+” to add a new task. ==> can’t edit the primary field because it’s a formula.
Therefore if we could keep the primary field a text field, BUT specify a different display name field when creating a linked field, we could easily create a new child record as well as seeing desired record display name within the parent record.
This applies to calendar view too. When adding a new record from calendar view, if the primary field is a formula it’s difficult to add the text you want, especially for non-technical users.
When creating a new task from within calendar view, you can’t edit the primary field