Setting a Title Field

Article Number:040604

Setting a title field lets you change the field used for record titles in search results and notifications as you see fit. The title field value is displayed as a record title in the following places.

  • Notification titles

Screenshot: The record title is highlighted in a notification

  • Records in search results

Screenshot: The record title is highlighted in a search result

  • Page title of Record details screens

Screenshot: The record title is highlighted in the page title of a "Record details" screen

The topmost Text field on the app form is set as the default title field. However, you can set other fields as a title field.
Fields that can be specified as a title field

Steps

To set a field as a title field, follow the steps below.

  1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  2. On the App settings screen, select the App settings tab, then click Title field under Advanced settings.

  3. On the Title field screen, select Set manually under The field to be used as the record title, then specify a field to use.
    Screenshot: "The field to be used as the record title" is displayed

  4. Click Save at the bottom right of the screen.

  5. Click Update app at the upper right of the screen.

  6. On the Update app dialog, click Update app.

Fields that can be specified as a title field

  • Record number fields
  • Text fields
  • Text area fields
  • Rich text fields
  • Number fields
  • Calculated fields
  • Lookup fields