Guide
Sometimes you don’t want to set the entity Name manually but would rather assemble it from the values in several other fields. For example, for an Interview, you want to have a Name that consists of the Contact Name and Interview Date.
There is a special action for an entity Generate Name using Formula.
Click ••• in entity view and find Generate Name using Formula action.
Create a formula you need and Save it.
When you create a formula for Name, it will update all entities of this Database, so be careful. You can convert the auto-generated Name field back to a usual Text field if you want - but it will not bring back previous values.
Please, check Formulas Reference for more details
Examples
Sales invoice
[Account Name] +
" " +
ToText(Date) +
" (" +
Currency.Name +
" " +
ToText(Total) +
")"
Result: Apple 2024-08-17 (USD 22.0)
Make active Sprints more visible with emojis in the name
We'd like to add a flag/emoji of sorts for current sprints so everyone in the product team is aware of which sprint we're currently in.
If(([Sprint #] < 10) and (Status = "Current"),"🟢" + "🏃♀️" + "Sprint" + " - " + "S","🏃♀️" + "Sprint" + " - " + "S") + ToText([Sprint #])
Create Entity when Name is a formula
When creating a new entity, you will see all the fields that are involved in the formula calculation. This allows you to set them immediately and have a proper entity name from the start. This functionality works in all views and in search.