Help

Choose which fields appear in "Find an existing record"

1835 2
cancel
Showing results for 
Search instead for 
Did you mean: 
cbcsouthlake
4 - Data Explorer
4 - Data Explorer

Is there a way to choose which fields show up in the “Find and existing record” popup. I tried reordering the columns on the linked table, but display in the “Find an existing record” popup seems to keep whatever order they were in originally.

Screen Shot 2019-01-10 at 1.27.02 PM.png

2 Replies 2

Make sure you’'re reordering the columns in the default view of the linked record — that is, the topmost view in the list of views for that table. The first four fields following the primary field (i.e., fields 2 through 5) of the default view should be displayed in the pick-list of linked records.

cbcsouthlake
4 - Data Explorer
4 - Data Explorer

Thanks! I guess I had dragged another view before the default view.