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screnshaw

04/22/2022, 2:04 PM
I am creating a child record and the parent record does not have a name field, which causes the internal ids to show in the dropdown. Is there a way that I can A) use a concatenation of a couple of fields or B) change it to another field to show in the dropdown?
a

AI1

04/22/2022, 2:17 PM
I don't think this is possilbe. I've tried to but have never found a way yet. Can you enable the name field and put a WF in place to "calculate" the Name field based on your other fields?