Plan Availability | All plan types |
Permissions | Solution Creators: Can configure and manage fields in solutions they have access to. |
Related Reading |
SmartSuite's Full Name field allows you to capture multiple pieces of name information inside one particular field.
The Full Name field is one such compound field, enabling users to store and validate not only the complete name but also additional details like first name, last name, middle name, and title.
Why use the Full Name field?
The Full Name field proves especially useful when designing SmartSuite Forms
This field provides data validation!
By including the Full Name field on a form, it breaks down the individual components, making it easier to ensure accurate and clean data entry.
Users can utilize the Full Name field in various scenarios where capturing and managing comprehensive name information is necessary.
The compound field structure enhances data quality and improves the overall efficiency of data management processes.
Adding a Full Name Field
From Grid View
From Record View
Configuring the Full Name Field
By default, the Full Name field includes a single line of text for the name. However, SmartSuite offers more extensive options.
Users can choose to include various components within the Full Name field, such as first name, last name, middle name, and title.
SmartSuite also allows customization of the available titles, enabling users to add new choices according to their requirements.
Display Settings
Once the desired settings are configured, the Full Name field will be displayed accordingly.
Users have access to different toggles to adjust the appearance of the Full Name field.
The display options are presented upfront, and there are no additional choices for customization.
Utilizing the Full Name Field
When entering information into the Full Name field, users can access the different sections within the field.
This compound structure allows for more granular data entry, with separate fields for first name, last name, and title.
The compound nature of the field makes it versatile and offers greater control and organization of data.
Inside Automations
Because the Full Name field is a compound field type, it allows you to selectively choose individual components within the field for automation conditions and seamlessly incorporate them when mapping the field in various actions.
Practical Scenarios and Use Cases
1. Employee Records Management
Scenario: HR needs to maintain detailed and accurate employee name data for payroll and legal documentation.
Solution: Use the Full Name field to break down and validate employee names in forms and records.
2. Event Registrations
Scenario: The Events team is capturing attendee information for a large conference.
Solution: Include the Full Name field in registration forms to ensure proper name formatting and data consistency.
3. Client Databases
Scenario: The Sales team is managing a client database and needs structured name data for personalized communication. Solution: Implement the Full Name field to standardize client name entries across all records.
FAQ
How can I view and use the individual elements in other areas like automations?
How can I view and use the individual elements in other areas like automations?
This can be done with a formula field! Similar to Linked Records, using the . method will allow you to access the elements that make up the field.
Ex: [Full Name].[First Name] or [Full Name].[Last Name]