Define how you want to identify a record by labelling it. This helps to identify a record in a comprehensible and easy-to-read way.
Record labels are used to identify a record when referenced in other areas of the application, such as part of lookup in a reference field or when deleting records.
You can set one of the Fields in your Form as the Record label. Only one field can be selected as the Record label, from the following Field types:
- Text
- Quantity
- Calculated
When a Record label is deleted, the system defaults to using Key fields as Labels. For more information, see Designing a Form.
Readability
When viewing Records in a Form, or deleting a record that is referenced by records in another Form, you can identify each (sub)record based on one of the following values:
- Record label, if defined on the Form;
- Concatenation of key field values, if key fields are defined on the Form;
- First text field defined on the Form;
- Record id, if no text fields are defined.
Create a Record label
To specify a Record label, follow these steps:
- Go to your Database.
- Click “Database settings.”
- Find the Form in which you want to set a Record label.
- Click on the Form name or “Expand.”
- Set the Record label by clicking on one of the dropdown list options.
- The Record label is set.
- Save the changes by clicking “Save” in the upper right corner.
Remove Record label
To remove a Record label from your Form, follow these steps:
- Go to your Database.
- Click “Database settings.”
- Find the Form from which you want to delete a Record label.
- Click on the Form name or “Expand.”
- Click “Clear record label.”
When you delete a Field selected as the Record label from a Form, the Record label selection is cleared and set to blank. This means that the system defaults to using the Key field as the Label.