Not Using the Primary Field for the Dropdown in Record Summary Interface?

shelbybeck · ‎Jan 20, 2023

I am creating a record summary interface but am wanting to use a different field than the primary field in my table for the dropdown to search up a record. Is this possible? Is there a work around? It is difficult to use the primary field in our table for searches as it is a code, it would be much simpler to use a different field.

Thanks!

Sherman · ‎Jan 20, 2023

So the record is a "code", like "THX 1138", and you want to see something more user friendly like "Robert" in the pull-down menu?

Can you shift the code to another column? Probably the easiest solution I know of. If you're using that code as a reference for linked tables, you can add a look-up field maybe? You can also concatenate the primary record field with a formula that combines your code and the easier to view description.

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Sherman · ‎Jan 20, 2023

So the record is a "code", like "THX 1138", and you want to see something more user friendly like "Robert" in the pull-down menu?

Can you shift the code to another column? Probably the easiest solution I know of. If you're using that code as a reference for linked tables, you can add a look-up field maybe? You can also concatenate the primary record field with a formula that combines your code and the easier to view description.