Aug 11, 2023 02:00 PM
For my salesperson's airtable, He needs to change the name of a few companies. He is unable to do that since it is a formula field. How can he undo the field from being a formula field and just a normal field so he can make edits to the name of a few companies?
Aug 11, 2023 08:10 PM
You can check out Airtable's Field Type Overview for instructions on how to change field types. I don't think just changing the formula field would work as expected though, and that you might want to look into the formula being used in said field and see how to adapt your salesperson's workflow from there
Aug 11, 2023 09:41 PM
You can double-click on the field header to open the editing menu. This will open a new menu of options where you can:
Change the field type
Configure additional options available for that field
When you are finished editing the field, click Save.
Aug 12, 2023 08:16 PM
I agree with @TheTimeSavingCo's recommendation to look at the formula.
There was a reason that the company name field was designed as a formula. Breaking it by changing the field to a short text field could have unintended consequences.
Maybe the "base name" of the company is stored in another field, and your company name field concatenates that field with some other information that makes it more useful? If that's so, then the saleperson may find that referencing the underlying field produces the desired result.