Guide
You can auto create names for entities based on your fields. Useful for things like interviews, a name that takes contact name and interview date: Jody Hoster - 2026-09-10
This is a special formula that lives an entity view, not inside a Formula field.
Create a name using formula
Be careful.
A formula will replace all your entity names. You can convert entity name back to a regular text field. But you can't bring back your previous names.
To auto name your entities:
Open any entity.
Click ••• and Generate Name using Formula.
Write your formula and save it.
Once saved, the standard Name field is replaced by the fields in your formula. When you create a new entity, you'll just fill in those fields directly.
Write your formula
Use + to join things together. Wrap any literal text in quotes. Wrap field names in brackets if they contain spaces. Use functions like ToText() to convert dates or numbers into text.
[Contact Name] + " - " + ToText([Interview Date])
For more details on operators and functions, see Full list of formulas
Examples
Sales invoice
Combine text, dates, and numbers to create structured names like this:
[Account Name] + " " + ToText(Date) + " (" + Currency.Name + " " + ToText(Total) + ")"
Result: Apple 2024-08-17 (USD 22.0)
Active sprints (with emojis)
You can add emojis if you like to make sprints stand out.
If(([Sprint #] < 10) and (Status = "Current"),"🟢" + "🏃♀️" + "Sprint" + " - " + "S","🏃♀️" + "Sprint" + " - " + "S") + ToText([Sprint #])