Setting Title Field

Article Number:040604

Setting the Title Field, you can change the title of records, which appears in search results and notifications, to a more appropriate one. The Title Field is used for the following:

  • Notification title
  • Record title displayed in search results
  • Page title of each record's "Record Details" screen

The top-most "Text" field on the app form is set as the default Title Field. You can select a field of your choice as the Title Field.
The following are the fields that can be set as the Title Field:
  • Record number
  • Text
  • Text area
  • Rich text
  • Number
  • Calculated
  • Lookup


The following are the steps to set the Title Field.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Title Field under Advanced Settings.
    Screenshot: The "App Settings" icon is outlined in red

  2. If you want to set a specific field as the Title Field, click Set manually and specify the field to be used as the title.

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

  4. Click Update App at the upper right of the screen. Image

  5. On the confirmation dialog, click Update App.