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Naming and Identification Fields

Every record needs to be recognizable outside its full layout including search results, views, Reference cells, comments, and notifications.

Add the fields people naturally use to distinguish one record from another, such as:

  • customer or project name
  • order, asset, or case number
  • location or department
  • owner and current status

Give the record a meaningful name

AnyDB can generate sequential record names, and users can edit them manually. A Type can also use a formula to create a dynamic record name from field values.

Choose a name that is concise but specific. For example, a customer name may be enough for a Customer record, while an inspection might need the asset name and inspection date.

Placeholder for record naming and identification fields

A meaningful record name built from identifying fields.